Sierra Financial Planning & Asset Management fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 30, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$250/hr

“Hourly rates are $250 per hour with annual fixed fee engagements range from $3,000 to an amount determined by the nature and complexity of the engagement. 5 Form ADV Part 2A Investment Advisor Brochure Sierra Financial Planning & Asset Management Fees and Compensation For Financial Plans, the client may terminate…”

Annual fee

$3,000/yr

From the same sentence as above.

Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)

How Sierra Financial Planning & Asset Management bills

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

• “Half the fee is payable upon signing the Agreement and the balance upon delivery of the written plan.”
• “For asset management services fees will be payable quarterly in advance.”
• “The first payment is due and payable upon execution of the Agreement, Subsequent payments are due and will be assessed on the first day of subsequent 3 month period.”

How Sierra Financial Planning & Asset Management’s fees compare

• Its hourly rate of $250 is below the California median of $300. 19% of the 932 other California planners that publish an hourly rate charge less.
• 2 of the 10 other planners in Roseville that publish an hourly rate charge less.
• Its annual fee of $3,000 is below the California median of $6,250. 22% of the 224 other California planners that publish an annual fee charge less.
• It doesn't charge a percentage of the assets it manages, so its fee won't grow with your portfolio.

About Sierra Financial Planning & Asset Management

• Solo practice: one person runs the firm, so you work directly with the planner.
• Credentials named in the brochure: CFP®.
• Registered as an adviser: 2003 (23 years).

Firm details from Form ADV

How the firm is paid

Fixed or flat fees

Charges a % of assets

No

Clients

9

Employees

1

Works with

Individuals and high net worth individuals

Services reported to regulators

Financial planning and portfolio management for individuals and small businesses

Assets managed

$25,594,382

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

125451

Website

sfplan.com (opens in new tab)

Phone

(916) 791-1572

Other planners in Roseville that publish fees

• Arcpoint Financial AdvisorsRoseville$400/hr, $500⁠-⁠$10,000
• Bulman Wealth GroupRoseville$300
• Frederick, Mark D.Roseville$300/hr, $750⁠-⁠$15,000
• Hansen & Associates Financial Group Inc.Roseville$250/hr, $750⁠-⁠$10,000
• Olivehurst Advisors LLCRoseville$300/hr
• Process Wealth LLCRoseville$200/hr

Compare all 16 planners in Roseville