Sidoxia Capital Management

Sidoxia Capital 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 2 employees and 105 individual clients, 45 of them high net worth.
• Its average account is about $554,000 (assets it manages divided by its 269 accounts).

Fee-only advisors in California · What fee-only advisors charge in California

Facts

Sidoxia Capital Management fees

Sidoxia Capital Management doesn't publish its prices on its website, or we couldn't confirm them word for word. 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

Advisors at this firm (3)

• Keith Bong

  CFA

• Kevin Weaver

  CFP

• Wade Slome

  CFP · CFA

Other fee-only firms in Newport Beach

• Silverlight Asset Management
• Sound Investment Management, LLC
• Spearhead Advisors
• Spectrum Asset Management
• Tate Capital Group
• Tidecrest Wealth Management
• Treussard Capital Management
• Triad Investment Management

Fee-only advisors in California