Marc Bacsafra
Twin Rivers Wealth Management · Sacramento, California
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.
Request an introduction to Marc →
Specialties
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 | $121.5M across 700 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in CA · CRD 5644413 |
| Exams passed | Series 63 (2009) · Series 66 (2009) |
| Firm size | 5 employees |
| Disclosures | None reported |
| Website | www.tr-wealth.com |
How Marc's firm compares
- Twin Rivers Wealth Management's average account is about $174,000, from its Form ADV (assets managed divided by 700 accounts).
Request an introduction to Marc
Tell Marc a little about what you're looking for. Marc isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Marc
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.
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
- Twin Rivers 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.
See something wrong? Request a correction. Read our methodology.