# Marc Bacsafra

> Marc Bacsafra is a fee-only financial advisor at Twin Rivers Wealth Management in Sacramento, California, who holds the CFP credential. Marc focuses on retirement planning. Twin Rivers Wealth Management reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

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

## Facts

- **Firm:** Twin Rivers Wealth Management
- **Based in:** Sacramento, California
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Assets under management (firm):** $121.5M across 700 accounts
- **Credentials:** CFP
- **Specialties:** Retirement planning
- **CRD:** 5644413 (https://adviserinfo.sec.gov/individual/summary/5644413)
- **SEC registration:** Investment adviser representative in CA
- **Exams passed:** Series 63 (2009), Series 66 (2009)
- **Firm size:** 5 employees
- **Disclosures:** None reported
- **Website:** https://www.tr-wealth.com/

## Frequently asked questions

### Is Marc Bacsafra a fee-only financial advisor?

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

### How does Marc charge for financial advice?

Marc's firm, Twin Rivers Wealth Management, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

### Where is Marc Bacsafra based?

Marc Bacsafra is based in Sacramento, California.

### What does Marc specialize in?

Marc's specialties include retirement planning.

### What credentials does Marc Bacsafra hold?

Marc Bacsafra holds the CFP credential.

### Is Marc Bacsafra registered with the SEC?

Yes. Marc Bacsafra is registered as an investment adviser representative in CA (CRD 5644413), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Twin Rivers Wealth Management manage?

Twin Rivers Wealth Management reports $121.5M across 700 accounts in assets under management.

### How do I contact Marc Bacsafra?

Through Marc's website, www.tr-wealth.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/5644413): 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.tr-wealth.com/): specialties, clients served, and fees, checked October 30, 2026

---

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