Firm
Nix Wealth Management
Sacramento, California
Fee-only
Nix Wealth Management at a glance
- One of 1,191 fee-only firms based in California in the Wellspent graph.
- 3 advisors are listed here; 2 of 3 hold the CFP.
- Its Form ADV reports 3 employees and 115 individual clients.
- Its average account is about $713,000 (assets it manages divided by its 115 accounts).
- Its website says it's taking new clients.
Fee-only advisors in California · What fee-only advisors charge in California
Facts
| Based in | Sacramento, California |
|---|---|
| Website | nixwealthmanagement.com |
| Phone | (916) 922-0629 |
Nix Wealth Management fees
Nix Wealth Management doesn't publish its prices on its website, or we couldn't confirm them word for word. Its website says it charges by: percentage of assets. Ask for its Form ADV Part 2A, which must describe its fees.
For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.
What its SEC filing says
| Paid by | Percentage of assets |
|---|---|
| Assets managed | $82 million |
| Individual clients | 115 |
| Accounts managed | 115 |
| Employees | 3 |
| Planning clients | 0 |
| Financial planning | Offered |
| Form ADV filed | March 9, 2026 |
| SEC record | CRD 114091 |