Steven Pitchford
Towerpoint Wealth · Sacramento, California
Steven Pitchford is a fee-only financial advisor at Towerpoint Wealth in Sacramento, California, who holds the CFP credential. Steven charges a percentage of assets and a one-time planning fee (one-time plans from $2,500 and 1.3% a year on the first tier of assets managed) and focuses on retirement planning, equity compensation and sustainable & impact investing.
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Specialties
Who they serve
- Retirees
- Pre-retirees
- Executives
- Ultra high net worth
- Divorced individuals
Facts
| Firm | Towerpoint Wealth |
|---|---|
| Based in | Sacramento, California |
| Fee model | Percentage of assets · One-time planning fee |
| Fees (firm's website) | One-time plans from $2,500 · 1.3% a year on the first tier of assets managed |
| Accepting new clients | Yes |
| Assets under management | $561.3M across 1,475 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in CA · CRD 5687306 |
| Exams passed | Series 65 (2014) |
| Firm size | 9 employees |
| Disclosures | Reported; see the SEC record |
| Website | www.towerpointwealth.com |
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Questions about Steven
Is Steven Pitchford a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Steven holds no broker registration, and Towerpoint Wealth reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Steven charge for financial advice?
Steven charges a percentage of assets and a one-time planning fee.
How much does Steven charge?
According to Towerpoint Wealth's website, checked October 30, 2026: one-time plans from $2,500; 1.3% a year on the first tier of assets managed.
Where is Steven Pitchford based?
Steven Pitchford is based in Sacramento, California.
What does Steven specialize in?
Steven's specialties include retirement planning, equity compensation, sustainable & impact investing, estate & legacy planning and tax planning. Steven works with retirees, pre-retirees, executives, ultra high net worth and divorced individuals.
What credentials does Steven Pitchford hold?
Steven Pitchford holds the CFP credential.
Is Steven Pitchford registered with the SEC?
Yes. Steven Pitchford is registered as an investment adviser representative in CA (CRD 5687306), 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 Towerpoint Wealth manage?
Towerpoint Wealth reports $561.3M across 1,475 accounts in assets under management.
How do I contact Steven Pitchford?
Through Steven's website, www.towerpointwealth.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
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
- Towerpoint Wealth 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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