Sierra Financial Advisory
SEC RegisteredWhen markets shift, experienced investors stick to their strategies.
About the firm
Sierra Financial Advisory offers customized guidance based on clients' entire financial picture, with a simple and transparent fee structure and a high level of expertise to support complex financial needs. Client money is held by an independent custodian, not Sierra Financial Advisory.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Customized financial guidance, transparent fee structure, and support for complex financial needs, with client assets held by an independent custodian.
Who they serve
Investors with complex financial needs seeking personalized and responsive financial guidance.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 128 | $41M |
| High Net Worth Individuals | 45 | $96M |
Leadership
Office locations
Advisors at this firm
2 advisors in the directory
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| Up to $100,000 | 1.50% |
| $100,001 to $2,500,000 | 1.00% |
| Over $2,500,001 | 0.60% |
Data as of March 3, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Sierra Financial Advisory has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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