Sierra Ocean, LLC fees and pricing

Published fees

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

Flat or project fee

$5,000

“Sierra Ocean’s planning and consulting fees are negotiable, or on a project-basis ranging from $5,000 up to $35,000.”

Annual fee

$5,000⁠-⁠$35,000/yr

“In those cases, Sierra Ocean’s fees will typically range from $5,000 to $35,000 per year.”

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

How Sierra Ocean, LLC bills

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

• “In the limited event that Sierra Ocean bills the client directly, payment is due upon receipt of Sierra Ocean’s invoice.”
• “Sierra Ocean shall deduct fees and/or bill clients quarterly in advance, based upon the market value of the assets on the last business day of the previous month.”
• “With respect to ERISA plan accounts, advisory fee billing is conducted quarterly, in arrears, based upon the market value of the assets on the last business day of the previous month.”

How Sierra Ocean, LLC’s fees compare

• Its flat or project fee of $5,000 matches the California median of $5,000. 49% of the 796 other California planners that publish a flat or project fee charge less.
• Its annual fee of $5,000-$35,000 spans the California median of $6,250. 86% of the 224 other California planners that publish an annual fee charge less.

About Sierra Ocean, LLC

• Firm size: 3 employees.
• Registered as an adviser: 2021 (5 years).

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% a year

Clients

155

Employees

3

Works with

Individuals, high net worth individuals, and pension and profit sharing plans

Services reported to regulators

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

Assets managed

$544,561,375

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

313829

Website

facebook.com/sierra.ocean (opens in new tab)

Phone

(209) 232-7100

Other planners in California that publish fees

• 10/28 Wealth Management LLCOceanside$300/hr, $500⁠-⁠$10,000
• 360DividendsGranite Bay$300/hr, $2,500⁠-⁠$10,000
• 3D Holistic WealthIrvine$300/hr, $1,500⁠-⁠$10,000
• 401 FinancialSan Diego$250/hr, $500
• 5T Wealth, LLCNapa$200⁠-⁠$450/hr
• 7 Streets Financial, LLCSan Diego$100⁠-⁠$400/hr, Up to $15,000

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