# Joshua Hurd

> Joshua Hurd is a fee-only financial advisor at Sightline Wealth in Sacramento, California, who holds the CFP credential. Sightline Wealth reports charging a percentage of assets on its Form ADV.

Page: https://find.wellspent.co/advisors/joshua-hurd/
Built from SEC adviser records; last checked October 30, 2026.

## Facts

- **Firm:** Sightline Wealth
- **Based in:** Sacramento, California
- **Fee model (firm's Form ADV):** Percentage of assets
- **Assets under management (firm):** $56M across 103 accounts
- **Credentials:** CFP
- **CRD:** 2602849 (https://adviserinfo.sec.gov/individual/summary/2602849)
- **SEC registration:** Investment adviser representative in CA
- **Exams passed:** Series 63 (1999), Series 66 (2006)
- **Firm size:** 2 employees
- **Disclosures:** Reported; see the SEC record

## Frequently asked questions

### Is Joshua Hurd a fee-only financial advisor?

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

### How does Joshua charge for financial advice?

Joshua's firm, Sightline Wealth, reports charging a percentage of assets on its SEC Form ADV.

### Where is Joshua Hurd based?

Joshua Hurd is based in Sacramento, California.

### What credentials does Joshua Hurd hold?

Joshua Hurd holds the CFP credential.

### Is Joshua Hurd registered with the SEC?

Yes. Joshua Hurd is registered as an investment adviser representative in CA (CRD 2602849), 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 Sightline Wealth manage?

Sightline Wealth reports $56M across 103 accounts in assets under management.

### How do I contact Joshua Hurd?

Contact details aren't on file yet. Search for Sightline Wealth.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/2602849): 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

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