Advisor at Sierra Financial Planning & Asset Management
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Firm
Sierra Financial Planning & Asset Management
Location
Roseville, CA 95661
Credentials
CFP®, Series 65
Industry experience
22 years
Jack Johnson is a CFP® and Series 65-licensed financial advisor with 22 years of industry experience. He has been the sole advisor at Sierra Financial Planning & Asset Management in Roseville, CA since 2003. Johnson holds both CFP® and CPA credentials and has a background in accounting and financial management. Sierra Financial Planning & Asset Management provides financial planning and portfolio management services for individual clients, utilizing a globally diversified, index-oriented, buy-and-hold investment approach. The firm primarily manages non-discretionary assets and negotiates flat advisory fees, delivering comprehensive written plans, annual in-person reviews, and quarterly performance reports.
Based on Sierra Financial Planning & Asset Management
Based on Sierra Financial Planning & Asset Management
Financial Planning services charged as negotiated flat fees, varying by complexity
Hourly rates are $250 per hour
Account minimum: $4,000 minimum for Asset Management Services; No minimum for Financial Planning services Minimum fee: Generally, the minimum fee is $4,000 for Asset Management Services Fee-only: Financial Planning fees negotiated on a flat fee basis, ranging from $4,000 to an amount determined by complexity; Asset Management fees negotiated on a flat fee basis
1380 Lead Hill Blvd. Suite 106
Roseville, CA 95661
California
Sierra Financial Planning & Asset Management
2003 - Present (23 years)
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Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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