# Jesse Nix

> Jesse Nix is a fee-only financial advisor at Nix Wealth Management in Sacramento, California, who holds the CFP credential. Jesse charges a percentage of assets and focuses on retirement planning and tax planning.

Page: https://find.wellspent.co/advisors/jesse-nix/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Nix Wealth Management
- **Based in:** Sacramento, California
- **Fee model:** Percentage of assets
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $82M across 115 accounts
- **Credentials:** CFP
- **Specialties:** Retirement planning, Tax planning
- **CRD:** 6512914 (https://adviserinfo.sec.gov/individual/summary/6512914)
- **SEC registration:** Investment adviser representative in CA
- **Exams passed:** Series 66 (2016)
- **Firm size:** 3 employees
- **Disclosures:** None reported
- **Website:** http://www.nixwealthmanagement.com

## Frequently asked questions

### Is Jesse Nix a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Jesse holds no broker registration, and Nix Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Jesse charge for financial advice?

Jesse charges a percentage of assets.

### Where is Jesse Nix based?

Jesse Nix is based in Sacramento, California.

### What does Jesse specialize in?

Jesse's specialties include retirement planning and tax planning.

### What credentials does Jesse Nix hold?

Jesse Nix holds the CFP credential.

### Is Jesse Nix registered with the SEC?

Yes. Jesse Nix is registered as an investment adviser representative in CA (CRD 6512914), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Nix Wealth Management manage?

Nix Wealth Management reports $82M across 115 accounts in assets under management.

### How do I contact Jesse Nix?

Through Jesse's website, www.nixwealthmanagement.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/6512914): the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://www.nixwealthmanagement.com/): specialties, clients served, and fees, checked October 30, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.