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- Custodian
- Altruist ยท Truist Bank
- Clients
- Retail
- Platforms
- Available
- Established Date
- 09-25-2024
- Office Locations
- 1
Office Locations
About Sierra Hotel Financial LLC
Sierra Hotel Financial is a veteran-owned, fee-only RIA providing fiduciary financial planning and investment management for active-duty and reserve military, veterans, federal employees, and government contractors. The firm focuses on evidence-based advice, with expertise in TSP/FERS benefits, military transition planning, and tax-aware strategies such as direct indexing, tax-loss harvesting, and Roth conversions. It has pledged to deliver 500 free financial plans for military and veterans.
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Owner & Executives
Joseph Brian Turkal
Financial Advisor, INVESTMENT ADVISOR REPRESENTATIVE, Managing Partner
- CRD
- #7717149
- Ownership
- 50% but less than 75%
Spencer Joseph Turkal
Chief Compliance Officer, INVESTMENT ADVISOR REPRESENTATIVE, Managing Partner
- CRD
- #7484280
- Ownership
- 50% but less than 75%
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $23,201,157 | -- |
| Non-Discretionary | $1,152,303 | -- |
| Total | $24,353,460 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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