# Sierra Financial Advisory

Sierra Financial Advisory is a Bank / Wealth / Trust based in Nevada City, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Nevada City, United States
- **Region:** North America
- **Address:** 202 Providence Mine Rd Suite 202, Nevada City, CA 95959, United States
- **Founded:** 2004
- **Assets under management:** Undisclosed
- **Website:** sierrafinancialadvisory.com
- **LinkedIn:** https://www.linkedin.com/company/sierra-financial-advisory

## Regulatory record

- **CRD number:** 130934
- **SEC file number:** 801-117220
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/130934

## About

Founded in 2004 by financial advisor Michael, Sierra Financial Advisory operates from a single location in Nevada City, California. The firm is a registered investment advisor serving individuals, families, and corporations. It does not hold client assets; all money is held by independent third-party custodians. Sierra Financial Advisory provides discretionary and non-discretionary investment management alongside comprehensive financial planning. The firm constructs portfolios designed to weather market shifts, emphasizing customized guidance rooted in each client’s full financial picture. Specific asset classes, portfolio companies, or fund structures are not publicly detailed. The firm’s published footprint remains domestic, centered on its Nevada City client base. The firm maintains a simple, transparent fee structure and lists a phone, fax, and email on its website. No team size or additional offices are disclosed. Sierra Financial Advisory’s distinctive architecture is its strict separation of advisory and custody. The firm never holds client money, a structural choice that places it in a fiduciary, consulting-oriented role rather than a product-distribution model. This posture aligns with a boutique RIA focused on high-touch service rather than scale.

## People

- Michael — Financial Advisor

## Questions

### Does Sierra Financial Advisory take custody of client assets?

No. The firm states explicitly that all client money is held by an independent custodian. This structure means Sierra Financial Advisory acts purely in an advisory and fiduciary capacity, eliminating the inherent conflicts of a broker-dealer or bank custody model.

### What is Sierra Financial Advisory’s investment philosophy?

The firm stresses a disciplined, strategy-focused approach, advising clients to stick to their long-term plans when markets shift. Beyond this, no specific asset allocation, sector tilts, or manager-selection criteria are publicly disclosed. The firm does not claim any proprietary investment product or in-house fund.

## Related profiles

- [Sier Capital Partners](https://altss.com/profile/sier-capital-partners)
- [Sierra Investment Management](https://altss.com/profile/sierra-investment-management)

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Last updated: 2026-08-11T02:43:31.692Z

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