Sierra Legacy Group fees and pricing
Financial planner in Scottsdale, Arizona. Registered with the SEC.
According to its Form ADV Part 2A brochure dated January 22, 2026, Sierra Legacy Group charges a flat or project fee of $1,500-$10,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed January 22, 2026. Fees can change, so confirm with the firm before you hire them.
- Flat or project fee
- $1,500-$10,000
“ADV Part 2A – Firm Brochure Page 5 Sierra Legacy Group Our flat fees range from $1,500 to $10,000.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Sierra Legacy Group bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Fees may be negotiable and will be deducted from your managed account.”
- “We charge our advisory fees quarterly in advance.”
- “In the event that you wish to terminate our services, we will refund the unearned portion of our advisory fee to you.”
How Sierra Legacy Group’s fees compare
- Its flat or project fee of $1,500-$10,000 spans the Arizona median of $3,100. 70% of the 164 other Arizona planners that publish a flat or project fee charge less.
- 32 of the 47 other planners in Scottsdale that publish a flat or project fee charge less.
About Sierra Legacy Group
- Firm size: 7 employees.
- Registered as an adviser: 2021 (5 years).
Firm details from Form ADV
- 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
- 1.35% a year
- Clients
- 24
- Employees
- 7
- Works with
- Individuals and high net worth individuals
- Services reported to regulators
- Financial planning and portfolio management for individuals and small businesses
- Assets managed
- $152,721,993
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported
- SEC CRD number
- 172113
- Phone
- (775) 322-4500
Can advise clients in 3 states: Arizona, California, Nevada
Other planners in Scottsdale that publish fees
- 212 Wealth ManagementScottsdale$250/hr
- 3Roots Wealth Partners LLCScottsdale$400/hr, $5,000-$20,000
- 49TH Parallel Wealth ManagementScottsdale$399/hr, $1,500
- Able Financial Group, LLCScottsdale$600/hr, $35,000
- Aim CapitalScottsdale$300/hr
- Akkadian Wealth LLCScottsdale$500/hr, $1,000-$5,000
Is something on this page wrong or out of date?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.