Sierra Hotel Financial LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed May 29, 2026. Fees can change, so confirm with the firm before you hire them.

Annual fee

$6,000⁠-⁠$15,000/yr

“ONGOING FINANCIAL PLANNING AND CONSULTING SHF charges a fixed annual fee ranging from $6,000 to $15,000 for clients with assets under $5,000,000.”

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

How Sierra Hotel Financial LLC bills

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

• “Fees are billed monthly in arrears based on the amount of assets managed as of the close of business on the last business day of the previous month.”
• “If cash and/or securities are deposited into or withdrawn from an existing account mid billing period a prorated fee will be charged for that portion of the account.”
• “For accounts opened or closed mid-billing period, fees will be prorated based on the days services are provided during the given period.”

How Sierra Hotel Financial LLC’s fees compare

• Its annual fee of $6,000-$15,000 spans the Virginia median of $6,350. 69% of the 55 other Virginia planners that publish an annual fee charge less.

About Sierra Hotel Financial LLC

• Firm size: 3 employees.
• Credentials named in the brochure: CFP®.
• Registered as an adviser: 2024 (2 years).

Planning areas mentioned in the brochure

• Estate planning
• Cash flow and budgeting

Firm details from Form ADV

How the firm is paid

Fixed or flat fees, percentage of assets under management

Charges a % of assets

Yes

Highest asset based fee in brochure

1.3% a year

Clients

59

Employees

3

Works with

Individuals and high net worth individuals

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, pension consulting, and selecting other advisers

Assets managed

$24,353,460

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

332672

Website

sierrahotelfinancial.com (opens in new tab)

Phone

(252) 622-8293

Can advise clients in 6 states: California, Louisiana, Maryland, Ohio, Texas, Virginia

Other planners in Virginia that publish fees

• 8TH Street Investments, LLCAlexandria$250⁠-⁠$500/hr, $2,000⁠-⁠$7,000
• Abich Financial Wealth Management, LLCAshburn$350/hr, $20,000
• Acadia Financial Services, LLCFairfax Station$400/hr, $600/yr
• Acorn Financial Advisory Services, Inc.Reston$175⁠-⁠$1,295/hr, $3,750
• Activ8 Family Office LLCMclean$400/hr, $2,500⁠-⁠$100,000
• Acts Financial AdvisorsMclean$450/hr

Compare all 435 planners in Virginia