Anthony Ozuna is a CFP-designated registered investment advisor at Sierra Management Group, based in Reno, NV, with 5 years of industry experience. Anthony operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 119 clients with $100M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Advisory fee is negotiable, depending on individual client circumstances.
Fee Estimator
Location
5255 Longley Lane, Suite 101, Reno, NV, 89511-5200
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Anthony is a manager of D&A Tax LLC, providing tax consulting and preparation services, taking about a third of his time. He is also a manager/member of several LLCs involved in the executive management and operation of self-storage facilities, dedicating a few hours per week to each.
Employment History
Current Registrations
Sierra Management Group
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.