# Joseph Nix

> Joseph Nix is a fee-only financial advisor at Nix Wealth Management in Sacramento, California. Joseph charges a percentage of assets and focuses on retirement planning and tax planning.

Page: https://find.wellspent.co/advisors/joseph-nix-1064977/
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
- **Specialties:** Retirement planning, Tax planning
- **CRD:** 1064977 (https://adviserinfo.sec.gov/individual/summary/1064977)
- **SEC registration:** Investment adviser representative in CA
- **Exams passed:** Series 63 (1988), Series 65 (1995)
- **Firm size:** 3 employees
- **Disclosures:** Reported; see the SEC record
- **Website:** http://www.nixwealthmanagement.com

## Frequently asked questions

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

Yes, according to SEC records as of October 29, 2026: Joseph 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 Joseph charge for financial advice?

Joseph charges a percentage of assets.

### Where is Joseph Nix based?

Joseph Nix is based in Sacramento, California.

### What does Joseph specialize in?

Joseph's specialties include retirement planning and tax planning.

### Is Joseph Nix registered with the SEC?

Yes. Joseph Nix is registered as an investment adviser representative in CA (CRD 1064977), per SEC Investment Adviser Public Disclosure data as of October 29, 2026. The record lists disclosures; see the SEC record for details.

### How much does Nix Wealth Management manage?

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

### How do I contact Joseph Nix?

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

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/1064977): 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.