Sierra Asset Management fees and pricing

Financial planner in Oakhurst, California. Registered with the SEC.

According to its Form ADV Part 2A brochure dated July 23, 2026, Sierra Asset Management charges $180⁠-⁠$250 an hour for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed July 23, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate: $180⁠-⁠$250/hr; “Our Financial Planning fees are calculated and charged on an hourly basis, ranging from $180.00 to $250.00 per hour.”

Payment and refund terms, quoted from the fee section of the brochure.

“The client will be billed quarterly in arrears based on actual value of managed assets on the last trading day of the prior quarter.”
“Our annual fee for asset management services is negotiable, depending on individual client circumstances.”
“Our advisory fees will not be deducted directly from the accounts managed through the Pontera Order Management System (“Pontera”); those fees will be assigned to the clients taxable accounts billed quarterly in arrears.”

Its hourly rate of $180-$250 is below the California median of $300. 16% of the 932 other California planners that publish an hourly rate charge less.

How the firm is paid: Hourly fees, fixed or flat fees, percentage of assets under management
Charges a % of assets: Yes
Highest asset based fee in brochure: 1% a year
Clients: 849
Employees: 3
Works with: Individuals, high net worth individuals, pension and profit sharing plans, charities, and businesses
Services reported to regulators: Financial planning and portfolio management for individuals and small businesses
Assets managed: $462,261,459
Registered with: U.S. Securities and Exchange Commission
Disciplinary disclosures: None reported
SEC CRD number: 108685
Website: facebook.com/sierraassetmanagement (opens in new tab)
Phone: (559) 658-5193

Is something on this page wrong or out of date? Email corrections@plannerfees.com and PlannerFees will check it against the firm's latest filing.