Sierra Pacific Private Wealth, LLC fees and pricing
Financial planner in Pleasanton, California. Registered with the SEC.
According to its Form ADV Part 2A brochure dated February 23, 2026, Sierra Pacific Private Wealth, LLC charges $250-$350 an hour for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed February 23, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $250-$350/hr
“Our hourly fees are $250-$350 for financial advisors.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Sierra Pacific Private Wealth, LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “The advisory fee paid to Independent Managers shall be negotiable in certain circumstances, but shall never exceed the overall amount in our published fee statement.”
- “Fixed fees are billed based on the nature and scope of financial planning, and are categorized by two levels of services.”
- “Our firm’s fees are billed on a pro-rata annualized basis quarterly in advance based on the value of your account on the last day of the previous quarter.”
How Sierra Pacific Private Wealth, LLC’s fees compare
- Its hourly rate of $250-$350 spans the California median of $300. 41% of the 932 other California planners that publish an hourly rate charge less.
- 5 of the 9 other planners in Pleasanton that publish an hourly rate charge less.
About Sierra Pacific Private Wealth, LLC
“We may utilize Independent Money Managers, where we may design an investment portfolio and provide ongoing corresponding asset management services on a fee-only basis for a percentage of assets in conjunction with another investment advisory firm.”
- Firm size: 7 employees.
- Registered as an adviser: 2022 (4 years).
Planning areas mentioned in the brochure
- Retirement planning
- Tax planning
- Estate planning
- College planning
- Insurance analysis
- Charitable giving
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
- 0.95% a year
- Clients
- 290
- Employees
- 7
- Works with
- Individuals and high net worth individuals
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, pension consulting, selecting other advisers, and educational seminars and workshops
- Assets managed
- $245,900,000
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported
- SEC CRD number
- 131738
- Phone
- (925) 223-8868
Other planners in Pleasanton that publish fees
- Abundance AdvisersPleasanton$500/hr, $500
- Adap Tax Financial, Inc.Pleasanton$400/hr, $4,000/yr
- Carr Wealth Management LLCPleasanton$150/hr
- Golkonda Investment AdvisorsPleasanton$500-$10,000
- Grant Private Wealth ManagementPleasanton$250/hr, $1,500-$15,000
- Kaizen Financial Strategies, LLCPleasanton$500/hr, $10,000
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.