Sierra Financial Planning & Asset Management
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Sierra Financial Planning & Asset Management provides financial planning and asset management services to individual clients. The firm operates as a solo-advisor practice and delivers comprehensive written financial plans alongside ongoing portfolio oversight.
Its investment process emphasizes globally diversified, indexed-based allocations implemented with a buy-and-hold discipline, periodic rebalancing, and tax-loss harvesting as appropriate. The firm manages client accounts on a primarily non-discretionary basis and does not execute transactions without the client's express written or electronic authorization.
Noteworthy features relative to peers include that the majority of the firm’s AUM is managed non-discretionarily and fees are negotiated as flat or hourly arrangements rather than as percentage-of-AUM charges. The firm’s principal holds both CFP and CPA credentials, uses Charles Schwab Institutional for custody and reporting, and may engage solicitors under written referral agreements.
Client services
Expertise
Fee options
Financial Planning services charged on a flat fee basis, negotiated per engagement; Asset Management services charged on a flat fee basis, negotiated per client
$250 per hour
Account minimum: $5,000 for Asset Management Services; no minimum for Financial Planning services Minimum fee: Minimum fee is $5,000 for Asset Management Services Fee-only: Financial Planning services charged on a flat fee basis, negotiated per engagement; Asset Management services charged on a flat fee basis, negotiated per client
Main office
1380 Lead Hill Blvd. Suite 106
Roseville CA 95661
Advisors at this office
1
Most active in
California
Also doing business as
Jack Irving Johnson · Johnson, Jack Irving · Sierra Financial Planning & Asset Management · Sierra Financial Plnning & Asset Management
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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