# Sierra Financial Planning & Asset Management

> Sierra Financial Planning & Asset Management is a state-registered investment advisory firm in Roseville, CA, registered since 2003, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated March 30, 2026.

- CRD: 125451
- Filed as: SIERRA FINANCIAL PLANNING & ASSET MANAGEMENT
- Legal name: Johnson, Jack Irving
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Roseville, CA
- Filing period: October 2026
- Form ADV filing dated: March 30, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/125451
- AdvisorCensus page: https://advisorcensus.com/firm/sierra-financial-planning-and-asset-management-roseville-ca-125451

## Quick answers

**How is Sierra Financial Planning & Asset Management compensated?**
On its Form ADV (Item 5.E, October 2026), Sierra Financial Planning & Asset Management reports these compensation arrangements: fixed fees (other than subscription fees).

**Where is Sierra Financial Planning & Asset Management located?**
Sierra Financial Planning & Asset Management's principal office is in Roseville, CA, according to its Form ADV.

**Is Sierra Financial Planning & Asset Management registered with the SEC or a state?**
Sierra Financial Planning & Asset Management is a state-registered investment advisory firm, registered since 2003. Status as filed: APPROVED. CRD 125451.

**How much does Sierra Financial Planning & Asset Management manage?**
Sierra Financial Planning & Asset Management reports $25,594,382 in regulatory assets under management in its Form ADV filing dated March 30, 2026 (0% discretionary).

**What types of clients does Sierra Financial Planning & Asset Management serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (7); high net worth individuals (2).

**Does Sierra Financial Planning & Asset Management report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/125451

## From the Form ADV filing

### Compensation (Item 5.E)
- Fixed fees (other than subscription fees)

### Regulatory assets under management (Item 5.F)
- Total: $25,594,382
- Discretionary: $0
- Non-discretionary: $25,594,382

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 7 | $13,763,198 |
| High net worth individuals | 2 | $11,831,184 |
| Banking or thrift institutions | Not reported | $0 |
| Investment companies | Not reported | $0 |
| Business development companies | Not reported | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | Not reported | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | Not reported | $0 |
| Charitable organizations | Not reported | $0 |
| State or municipal government entities (including government pension plans) | Not reported | $0 |
| Other investment advisers | Not reported | $0 |
| Insurance companies | Not reported | $0 |
| Sovereign wealth funds and foreign official institutions | Not reported | $0 |
| Corporations or other businesses not listed above | Not reported | $0 |
| Other | Not reported | $0 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2003 (23 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- sfplan.com

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Sierra Financial Planning & Asset Management (CRD 125451): Form ADV filing data as of October 2026.