SIERRA LEGACY GROUP
SEC RegisteredAbout the firm
Sierra Legacy Group serves affluent families as well as family-owned and controlled companies throughout the United States. The firm is committed to helping clients achieve clarity in their legacy, succession, and life insurance planning, combining thorough discovery, collaborative solutions, and unbridled commitment to implementation and ongoing support.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Legacy, succession, and life insurance planning, including applying strategies to existing and new life insurance policies and working to improve their performance, delivered through a team approach with clients' advisors
Who they serve
Affluent families as well as family-owned and controlled companies throughout the United States
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 10 | $3.8M |
| High Net Worth Individuals | 14 | $149M |
0 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
3 advisors in the directory
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| $0 to $499,999 | 1.35% |
| $500,000 to $999,999 | 1.25% |
| $1,000,000 to $2,999,999 | 1.00% |
| $3,000,000 to $4,999,999 | 0.90% |
| Over $5,000,000 | — |
Data as of January 22, 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 LEGACY GROUP 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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