Twin Rivers Wealth Management

Twin Rivers Wealth Management at a glance

• One of 1,191 fee-only firms based in California in the Wellspent graph.
• 4 advisors are listed here; all hold the CFP.
• Its Form ADV reports 5 employees and 256 individual clients, 22 of them high net worth.
• Its average account is about $174,000 (assets it manages divided by its 700 accounts).

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

Facts

Twin Rivers Wealth Management fees

Twin Rivers Wealth 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 (4)

• Anthony Wright

  CFP

• Dominick Anton

  CFP

• Marc Bacsafra

  CFP

• Peter Moulton

  CFP

Other fee-only firms in Sacramento

• 245 Investments
• Archer Pointe Wealth Management
• Atwima Wealth
• CIF Advisors
• Endeavor Financial Planning
• Golden Wealth Capital
• Mechfi
• Nix Wealth Management

Fee-only advisors in California