Joseph Nix
Nix Wealth Management · Sacramento, California
Joseph Nix is a fee-only financial advisor at Nix Wealth Management in Sacramento, California, who holds the CFP credential. Joseph charges a percentage of assets and focuses on retirement planning and tax planning.
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Specialties
Facts
| Firm | Nix Wealth Management |
|---|---|
| Based in | Sacramento, California |
| Fee model | Percentage of assets |
| Accepting new clients | Yes |
| Assets under management | $82M across 115 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in CA · CRD 6512915 |
| Exams passed | Series 66 (2016) |
| Firm size | 3 employees |
| Disclosures | None reported |
| Website | www.nixwealthmanagement.com |
| Profile |
How Joseph's firm compares
- Nix Wealth Management's average account is about $713,000, from its Form ADV (assets managed divided by 115 accounts).
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Questions about Joseph
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.
What credentials does Joseph Nix hold?
Joseph Nix holds the CFP credential.
Is Joseph Nix registered with the SEC?
Yes. Joseph Nix is registered as an investment adviser representative in CA (CRD 6512915), 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 Joseph Nix?
Through Joseph's website, www.nixwealthmanagement.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Sacramento
Other advisors in California who focus on retirement planning
Where this information comes from
- SEC adviser records : 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
- Nix Wealth Management website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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