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 65
Industry experience
6 years
Michael Tomkiewicz is a CFP® with six years of industry experience and currently serves as an advisor at Sierra Financial Advisory in Nevada City, CA. Prior to his financial advisory career, he spent ten years in full-time education and briefly worked with the Nevada Union School District. He is also a licensed insurance agent for life and health insurance products. Sierra Financial Advisory primarily 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 with discretionary portfolio management tailored to five model 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
2019 - Present (7 years)
Nevada Union School District
2017 - 2018 (1 year)
Full-Time Education
2007 - 2017 (10 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.
CFP®
Grass Valley, CA
Cheryl Morhauser & Associates
CFP®, Series 63, Series 65
Nevada City, CA
Encore Wealth Advisors, LLC
CFP®, Series 63
Grass Valley, CA
Apple & Associates
CFP®, Series 63, Series 65
Grass Valley, CA
Ostrofe Financial Consultants Inc
CFP®, Series 65
Nevada City, CA
Oak Street Advisory Group, LLC
CFP®, Series 63, Series 65
Nevada City, CA
Sierra Financial Advisory
Not sure where to start?
We'll help you think it through – whether you ultimately need an advisor or not.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")