Fee-only financial advisors in Sacramento, California
Which fee-only financial advisor should I talk to in Sacramento?
Start with a fee-only advisor in Sacramento whose record matches what you need, then check their fees and SEC record before you call. Records to start with include Susan Soesbe of Soesbe Financial, LLC, Tony Matheson of Slalom Wealth Management and Matthew Jude of Rebalance, chosen for their credentials and fees on file.
Where to start
Chosen from what each record shows: credentials and fees on file, one advisor per firm.
- Susan Soesbe Soesbe Financial, LLC Holds the CFP and EA. Fees on file: percentage of assets, hourly.
- Tony Matheson Slalom Wealth Management Holds the CFP and CFA. Fees on file: percentage of assets, hourly.
- Matthew Jude Rebalance Holds the CFP. Fees on file: percentage of assets.
- Jesse Nix Nix Wealth Management Holds the CFP. Fees on file: percentage of assets.
- Steven Pitchford Towerpoint Wealth Holds the CFP. Fees on file: percentage of assets, one-time planning fee.
- Kayla Phillips Purposeful Strategic Partners Holds the CFP. Fees on file: percentage of assets, hourly.
By the numbers
- Advisors listed
- 32
- Firms
- 20
- Hold the CFP
- 63%
- Other credentials: CFA 6% · EA 3%
- How they charge (of 32 with fees on file): percentage of assets 97% · fixed fees 69% · hourly 56% · one-time planning fee 16%
Source: Wellspent public graph, data as of . Shares are of advisors listed here; an advisor can hold several credentials or fee types. Methodology
Find an advisor in Sacramento by what you need
Find an advisor in California by fee, assets, or credential
- Hourly financial advisors
- Flat-fee financial advisors
- One-time financial plans
- Financial advisors with no minimum
- Advisors for under $500,000
- Advisors for $500,000 to $1 million
- Advisors for $1 million to $3 million
- Advisors for over $3 million
- CFP financial advisors
- CFA financial advisors
- ChFC financial advisors
- Virtual financial advisors
Questions about fee-only advisors in Sacramento
How many fee-only advisors in Sacramento are there?
The Wellspent public graph lists 32 fee-only advisors in Sacramento, at 20 firms. We counted every advisor record that fits, as of October 2026.
What do fee-only advisors in Sacramento focus on?
The most common focus among fee-only advisors in Sacramento is retirement planning (21), followed by tax planning (12) and estate planning (10). Advisors can list more than one.
How do fee-only advisors in Sacramento charge?
The most common fee among fee-only advisors in Sacramento is a percentage of assets, used by 97% of the 32 with fees on file. Many use more than one: 69% charge fixed fees and 56% charge by the hour.
How much do fee-only financial advisors charge in California?
Fee-only financial advisors in California charge a median of $6,000 a year for ongoing planning. We found this across the published prices of 112 California firms.
How many fee-only advisors in Sacramento hold the CFP?
63% of the 32 fee-only advisors in Sacramento hold the CFP certification, based on the credentials listed on each record.
Does California tax income on top of federal tax?
Yes. California has a state income tax, so a financial plan for a California resident should project it alongside federal tax.
How current is this list of fee-only advisors in Sacramento?
Wellspent last checked these records against SEC records in October 2026 and firm websites in October 2026. Each advisor's page shows the date for that record.
All 32 advisors in Sacramento
| Advisor | Firm | City | Credentials | Fees |
|---|---|---|---|---|
| Susan Soesbe | Soesbe Financial, LLC | Sacramento | CFP, EA, MBA | Percentage of assets, Hourly |
| Steven Pitchford | Towerpoint Wealth | Sacramento | CFP | Percentage of assets, One-time planning fee |
| Tony Matheson | Slalom Wealth Management | Sacramento | CFA, CFP | Percentage of assets, Hourly |
| Matthew Jude | Rebalance | Sacramento | CFP | Percentage of assets |
| Bryan Buchert | Kera Capital | Sacramento | CFP | Percentage of assets, Hourly |
| Joseph Eschleman | Towerpoint Wealth | Sacramento | Not listed | Percentage of assets, One-time planning fee |
| Matthew Page | True Wave Financial Planners | Sacramento | CFP | Percentage of assets, Hourly |
| Megan Miller | Towerpoint Wealth | Sacramento | Not listed | Percentage of assets, One-time planning fee |
| Nathan Billigmeier | Towerpoint Wealth | Sacramento | Not listed | Percentage of assets, One-time planning fee |
| Todd Hadley | True Wave Financial Planners | Sacramento | CFP | Percentage of assets, Hourly |
| Jesse Nix | Nix Wealth Management | Sacramento | CFP | Percentage of assets |
| Joseph Nix | Nix Wealth Management | Sacramento | CFP | Percentage of assets |
| Anthony Wright | Twin Rivers Wealth Management | Sacramento | CFP | Percentage of assets, Hourly |
| Dominick Anton | Twin Rivers Wealth Management | Sacramento | CFP | Percentage of assets, Hourly |
| Marc Bacsafra | Twin Rivers Wealth Management | Sacramento | CFP | Percentage of assets, Hourly |
| Peter Moulton | Twin Rivers Wealth Management | Sacramento | CFP | Percentage of assets, Hourly |
| Eugene Hsu | Archer Pointe Wealth Management | Sacramento | CFP | Hourly, Fixed fees |
| Paige Farrell | Endeavor Financial Planning | Sacramento | CFP, MA | Percentage of assets, Fixed fees |
| Kwadwo Osei | Atwima Wealth | Sacramento | CFA | Percentage of assets, Fixed fees |
| Paola Quintero Salazar | True Wave Financial Planners | Sacramento | Not listed | Percentage of assets, Hourly |
| Samuel Vance | True Wave Financial Planners | Sacramento | Not listed | Percentage of assets, Hourly |
| Bradley Harsch | StratiCo | Sacramento | Not listed | Percentage of assets, Hourly |
| Collin Sinnott | StratiCo | Sacramento | Not listed | Percentage of assets, Hourly |
| Joseph Nix | Nix Wealth Management | Sacramento | Not listed | Percentage of assets |
| Ryan Mason | Argos Wealth Advisors | Sacramento | Not listed | Percentage of assets, Hourly |
| Gloria Rodriguez | Golden Wealth Capital | Sacramento | CFP | Percentage of assets, Hourly |
| Joshua Hurd | Sightline Wealth | Sacramento | CFP | Percentage of assets |
| Kayla Phillips | Purposeful Strategic Partners | Sacramento | CFP | Percentage of assets, Hourly |
| Richard Russo | Freedom Formula Wealth Management | Sacramento | CFP | Percentage of assets, Fixed fees |
| Samantha Mockford | Citrine Capital | Sacramento | CFP | Percentage of assets, Fixed fees |
| Igor Mokhov | CIF Advisors | Sacramento | Not listed | Percentage of assets, Hourly |
| Mark Dyer | Mechfi | Sacramento | Not listed | Percentage of assets, Fixed fees |
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