Advisor at Sierra Financial Advisory
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Sierra Financial Advisory
Location
Nevada City, CA
Credentials
CFP®, Series 63, Series 65
Industry experience
26 years
Joseph Tomkiewicz is a CFP® professional with 26 years of experience in financial advising. He has been with Sierra Financial Advisory since 2004. Tomkiewicz holds Series 63 and Series 65 licenses and is also an agent with fixed annuity companies. Sierra Financial Advisory serves individual and family clients, including high-net-worth households, as well as small business retirement plans, trusts, estates, and charitable organizations. The firm employs a long-term, allocation-driven investment approach using mutual funds, ETFs, and selective individual securities, managing most assets on a discretionary basis across defined risk profiles.
$0 - $100,000: 1.50% annually $100,001 - $2,500,000: 1.00% annually $2,500,001+: 0.60% annually
Commission-based compensation on certain products like fixed annuities or long-term care insurance; disclosed separately and excluded from fee-based billing.
Hourly financial planning rate available only to current or former clients who used this option prior; not available to new clients.
Account minimum: $500,000 Fee-only: Advisory fees based on assets under management billed quarterly according to tiered schedule; financial planning service only available to advisory clients; no new clients accepted for hourly financial planning.
Nevada City, CA
California · Oregon · Texas
Sierra Financial Advisory
2004 - Present (22 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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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