{ "path": "/advisors/ca/sacramento", "url": "https://advisorcensus.com/advisors/ca/sacramento/page/2", "page_type": "metro", "title": "Financial advisors in Sacramento, CA", "filters": {}, "scope_total": 172, "faq": [ { "q": "How many financial advisory firms are there in Sacramento, CA?", "a": "AdvisorCensus lists 172 investment advisory firms with a principal office in the Sacramento metro area, from Form ADV filings as of October 2026: 57 SEC-registered, 91 state-registered, and 24 exempt reporting advisers. Firms may request removal, so the count can differ slightly from the number of firms that file Form ADV." }, { "q": "How many fee-only financial advisors are in Sacramento, CA?", "a": "53 of the 172 firms meet AdvisorCensus's fee-only test: paid only by a percentage of assets, hourly charges, fixed fees, or subscription fees on Form ADV Item 5.E (no commissions, performance-based fees, or other compensation), with no sales-related compensation ties in the same filing: no employee registered with a broker-dealer or licensed as an insurance agent (Item 5.B), no brokerage, insurance, real estate, or other product sales business (Item 6.A), no related broker-dealer, insurance company, real estate broker, or futures commission merchant (Item 7.A), and no referral fees from others or other sales interest (Item 8). Form ADV has no fee-only box, so this is derived from the filing; it is not a fee-only certification, and a firm's own page lists its compensation arrangements as filed." }, { "q": "How many financial advisors in Sacramento, CA offer financial planning?", "a": "111 of the 148 firms in Sacramento, CA that answer Form ADV Item 5.G, which asks what advisory services a firm provides, report financial planning services, as of October 2026. Exempt reporting advisers do not answer Item 5.G. Each firm page lists every advisory service the firm reports." }, { "q": "Are the financial advisors in Sacramento, CA fiduciaries?", "a": "Every firm on this page is an investment adviser that files Form ADV, and an investment adviser owes its clients a fiduciary duty under federal law, made up of a duty of care and a duty of loyalty: it must act in the client's best interest and not put its own interests ahead of the client's, and must eliminate its conflicts of interest or disclose them fully and fairly. Form ADV has no fiduciary box because the duty comes with being an investment adviser. The duty covers the firm's advice; a firm or its people may also sell securities through a broker-dealer or insurance as licensed agents, roles held to other standards. The 53 firms that meet AdvisorCensus's fee-only test report none of those sales ties." }, { "q": "How do I check whether a financial advisor has disciplinary disclosures?", "a": "Each firm page shows how many Form ADV Item 11 disciplinary questions the firm answered yes and links to the firm's record on the SEC's Investment Adviser Public Disclosure site (adviserinfo.sec.gov), where the detail of each disclosure is public. Individual advisers' records are on the same site and on FINRA BrokerCheck." }, { "q": "Does AdvisorCensus rate, verify, or recommend these firms?", "a": "No. The directory shows what each firm filed, in alphabetical order unless you choose another sort, and no firm's position depends on payment. Firms that claim their page can add a description and links, marked as provided by the firm; the filed facts are never changed by that content." }, { "q": "What does regulatory assets under management mean?", "a": "Regulatory assets under management (RAUM) is the figure a firm reports on Form ADV Item 5.F: the securities portfolios it provides continuous and regular supervisory or management services for, at market value, including assets managed without discretion. It measures scale, not performance or quality." } ], "period": "2026-10-01", "answer_paragraph": "AdvisorCensus lists 172 investment advisory firms with a principal office in the Sacramento metro area, drawn from Form ADV filings as of October 2026. Firms are listed alphabetically; sort by years registered or assets band using the controls below. Firms may request removal from the directory, so this count can differ from the number of firms that file Form ADV.", "about_market": "Sacramento has 172 investment advisory firms with a principal office in the metro area as of October 2026: 57 SEC-registered, 91 state-registered, and 24 exempt reporting advisers. 53 of them meet AdvisorCensus's fee-only test (paid only by client fees, with no sales-related compensation ties such as an employee registered with a broker-dealer or licensed as an insurance agent), and 75 report under $100 million in regulatory assets under management. The metro area has 881,889 households, 155,198 of them with income of $200,000 or more, or 902 such households for each firm (Census Bureau, American Community Survey 2020–2024 5-year estimates).", "citation": "AdvisorCensus. Financial advisors in Sacramento, CA: 172 firms from Form ADV filings as of October 2026.", "total_firms": 172, "page": 2, "total_pages": 4, "sort": "name", "registration_types": { "sec": 57, "state": 91, "exempt": 24 }, "fee_model_mix": [ { "code": "fee-only", "count": 53 }, { "code": "percentage_of_aum", "count": 133 }, { "code": "hourly", "count": 81 }, { "code": "subscription", "count": 3 }, { "code": "fixed", "count": 89 }, { "code": "commissions", "count": 4 }, { "code": "performance_based", "count": 11 }, { "code": "other", "count": 24 }, { "code": "not_reported", "count": 24 } ], "years_registered_distribution": [ { "code": "under_5", "count": 84 }, { "code": "5_to_9", "count": 33 }, { "code": "10_to_19", "count": 38 }, { "code": "20_plus", "count": 15 }, { "code": "not_reported", "count": 2 } ], "raum_band_distribution": [ { "code": "under_25m", "count": 44 }, { "code": "25m_100m", "count": 31 }, { "code": "100m_500m", "count": 44 }, { "code": "500m_1b", "count": 6 }, { "code": "1b_5b", "count": 4 }, { "code": "over_5b", "count": 1 }, { "code": "not_reported", "count": 42 } ], "firms": [ { "crd_number": 160837, "name": "Emerald Bay Wealth Management LLC", "name_as_filed": "EMERALD BAY WEALTH MANAGEMENT LLC", "url": "https://advisorcensus.com/firm/emerald-bay-wealth-management-llc-tahoe-city-ca-160837", "city": "Tahoe City", "state": "CA", "years_registered": 1, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 160434, "name": "Emergent Medical Partners", "name_as_filed": "EMERGENT MEDICAL PARTNERS", "url": "https://advisorcensus.com/firm/emergent-medical-partners-galt-ca-160434", "city": "Galt", "state": "CA", "years_registered": null, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 287615, "name": "Endeavor Financial Planning", "name_as_filed": "ENDEAVOR FINANCIAL PLANNING", "url": "https://advisorcensus.com/firm/endeavor-financial-planning-sacramento-ca-287615", "city": "Sacramento", "state": "CA", "years_registered": 9, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 332527, "name": "Equity X Investments, LLC", "name_as_filed": "EQUITY X INVESTMENTS, LLC", "url": "https://advisorcensus.com/firm/equity-x-investments-llc-sacramento-ca-332527", "city": "Sacramento", "state": "CA", "years_registered": 1, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 333167, "name": "Every Securities LLC", "name_as_filed": "EVERY SECURITIES LLC", "url": "https://advisorcensus.com/firm/every-securities-llc-sacramento-ca-333167", "city": "Sacramento", "state": "CA", "years_registered": 1, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 333597, "name": "Factor Financial", "name_as_filed": "FACTOR FINANCIAL", "url": "https://advisorcensus.com/firm/factor-financial-roseville-ca-333597", "city": "Roseville", "state": "CA", "years_registered": 1, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 165434, "name": "Fairchild Financial Advisors, Inc.", "name_as_filed": "FAIRCHILD FINANCIAL ADVISORS, INC.", "url": "https://advisorcensus.com/firm/fairchild-financial-advisors-inc-folsom-ca-165434", "city": "Folsom", "state": "CA", "years_registered": 5, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 166337, "name": "Faulkner Financial Planning, LLC", "name_as_filed": "FAULKNER FINANCIAL PLANNING, LLC", "url": "https://advisorcensus.com/firm/faulkner-financial-planning-llc-cameron-park-ca-166337", "city": "Cameron Park", "state": "CA", "years_registered": 13, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 171788, "name": "FC360 Wealth Management, Inc.", "name_as_filed": "FC360 WEALTH MANAGEMENT, INC.", "url": "https://advisorcensus.com/firm/fc360-wealth-management-inc-roseville-ca-171788", "city": "Roseville", "state": "CA", "years_registered": 5, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 332247, "name": "Fiduciary Solutions LLC", "name_as_filed": "FIDUCIARY SOLUTIONS LLC", "url": "https://advisorcensus.com/firm/fiduciary-solutions-llc-roseville-ca-332247", "city": "Roseville", "state": "CA", "years_registered": 1, "raum_band": "not_reported", "compensation_types": [ "other" ], "enhanced": false }, { "crd_number": 326115, "name": "Firework Fuse Management Holdings, LLC", "name_as_filed": "FIREWORK FUSE MANAGEMENT HOLDINGS, LLC", "url": "https://advisorcensus.com/firm/firework-fuse-management-holdings-llc-sacramento-ca-326115", "city": "Sacramento", "state": "CA", "years_registered": 3, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 318070, "name": "Firework Ventures Management LLC", "name_as_filed": "FIREWORK VENTURES MANAGEMENT LLC", "url": "https://advisorcensus.com/firm/firework-ventures-management-llc-sacramento-ca-318070", "city": "Sacramento", "state": "CA", "years_registered": 4, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 328938, "name": "Flyway Advisors", "name_as_filed": "FLYWAY ADVISORS", "url": "https://advisorcensus.com/firm/flyway-advisors-davis-ca-328938", "city": "Davis", "state": "CA", "years_registered": 2, "raum_band": "not_reported", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 329515, "name": "Folsom Wealth Advisors", "name_as_filed": "FOLSOM WEALTH ADVISORS", "url": "https://advisorcensus.com/firm/folsom-wealth-advisors-folsom-ca-329515", "city": "Folsom", "state": "CA", "years_registered": 2, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 138204, "name": "Frederick, Mark D.", "name_as_filed": "FREDERICK, MARK D.", "url": "https://advisorcensus.com/firm/frederick-mark-d-roseville-ca-138204", "city": "Roseville", "state": "CA", "years_registered": 30, "raum_band": "not_reported", "compensation_types": [ "hourly", "fixed" ], "enhanced": false }, { "crd_number": 157329, "name": "Gasber Financial Advisors, Inc", "name_as_filed": "GASBER FINANCIAL ADVISORS, INC", "url": "https://advisorcensus.com/firm/gasber-financial-advisors-inc-folsom-ca-157329", "city": "Folsom", "state": "CA", "years_registered": 15, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 168702, "name": "Gaylord Wealth Management, LLC", "name_as_filed": "GAYLORD WEALTH MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/gaylord-wealth-management-llc-rocklin-ca-168702", "city": "Rocklin", "state": "CA", "years_registered": 13, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 301766, "name": "Generator Ventures", "name_as_filed": "GENERATOR VENTURES", "url": "https://advisorcensus.com/firm/generator-ventures-el-dorado-hills-ca-301766", "city": "El Dorado Hills", "state": "CA", "years_registered": 2, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 327819, "name": "Golden Wealth Capital, LLC", "name_as_filed": "GOLDEN WEALTH CAPITAL, LLC", "url": "https://advisorcensus.com/firm/golden-wealth-capital-llc-sacramento-ca-327819", "city": "Sacramento", "state": "CA", "years_registered": 3, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 310041, "name": "Goldenstone Wealth Management", "name_as_filed": "GOLDENSTONE WEALTH MANAGEMENT", "url": "https://advisorcensus.com/firm/goldenstone-wealth-management-el-dorado-hills-ca-310041", "city": "El Dorado Hills", "state": "CA", "years_registered": 2, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 324622, "name": "Greenerbucks", "name_as_filed": "GREENERBUCKS", "url": "https://advisorcensus.com/firm/greenerbucks-sacramento-ca-324622", "city": "Sacramento", "state": "CA", "years_registered": 3, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 332585, "name": "Growth Factory Ventures, LLC", "name_as_filed": "GROWTH FACTORY VENTURES, LLC", "url": "https://advisorcensus.com/firm/growth-factory-ventures-llc-rocklin-ca-332585", "city": "Rocklin", "state": "CA", "years_registered": 0, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 281340, "name": "Guanill Wealth Management", "name_as_filed": "GUANILL WEALTH MANAGEMENT", "url": "https://advisorcensus.com/firm/guanill-wealth-management-sacramento-ca-281340", "city": "Sacramento", "state": "CA", "years_registered": 10, "raum_band": "not_reported", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 106121, "name": "Hammer Asset Management, LLC", "name_as_filed": "HAMMER ASSET MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/hammer-asset-management-llc-auburn-ca-106121", "city": "Auburn", "state": "CA", "years_registered": 5, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 168363, "name": "Hansen & Associates Financial Group Inc.", "name_as_filed": "HANSEN & ASSOCIATES FINANCIAL GROUP INC.", "url": "https://advisorcensus.com/firm/hansen-and-associates-financial-group-inc-roseville-ca-168363", "city": "Roseville", "state": "CA", "years_registered": 4, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 312487, "name": "Hentch Solutions", "name_as_filed": "HENTCH SOLUTIONS", "url": "https://advisorcensus.com/firm/hentch-solutions-auburn-ca-312487", "city": "Auburn", "state": "CA", "years_registered": 5, "raum_band": "not_reported", "compensation_types": [ "percentage_of_aum", "other" ], "enhanced": false }, { "crd_number": 317351, "name": "Hesperian Wealth", "name_as_filed": "HESPERIAN WEALTH", "url": "https://advisorcensus.com/firm/hesperian-wealth-folsom-ca-317351", "city": "Folsom", "state": "CA", "years_registered": 4, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 338894, "name": "Ieros Investments LLC", "name_as_filed": "IEROS INVESTMENTS LLC", "url": "https://advisorcensus.com/firm/ieros-investments-llc-folsom-ca-338894", "city": "Folsom", "state": "CA", "years_registered": 0, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 283976, "name": "IFC", "name_as_filed": "IFC", "url": "https://advisorcensus.com/firm/ifc-auburn-ca-283976", "city": "Auburn", "state": "CA", "years_registered": 1, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 171614, "name": "Innovative Financial Advisors, LLC", "name_as_filed": "INNOVATIVE FINANCIAL ADVISORS, LLC", "url": "https://advisorcensus.com/firm/innovative-financial-advisors-llc-lincoln-ca-171614", "city": "Lincoln", "state": "CA", "years_registered": 12, "raum_band": "not_reported", "compensation_types": [ "hourly", "fixed", "other" ], "enhanced": false }, { "crd_number": 317473, "name": "Investar Ventures LLC", "name_as_filed": "INVESTAR VENTURES LLC", "url": "https://advisorcensus.com/firm/investar-ventures-llc-sacramento-ca-317473", "city": "Sacramento", "state": "CA", "years_registered": 0, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 284702, "name": "JC Financial Services", "name_as_filed": "JC FINANCIAL SERVICES", "url": "https://advisorcensus.com/firm/jc-financial-services-loomis-ca-284702", "city": "Loomis", "state": "CA", "years_registered": 9, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 147962, "name": "Joiner Financial, LLC", "name_as_filed": "JOINER FINANCIAL, LLC", "url": "https://advisorcensus.com/firm/joiner-financial-llc-el-dorado-hills-ca-147962", "city": "El Dorado Hills", "state": "CA", "years_registered": 17, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "performance_based" ], "enhanced": false }, { "crd_number": 328240, "name": "JPS GSE JPS MGR LLC", "name_as_filed": "JPS GSE JPS MGR LLC", "url": "https://advisorcensus.com/firm/jps-gse-jps-mgr-llc-granite-bay-ca-328240", "city": "Granite Bay", "state": "CA", "years_registered": 0, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 289830, "name": "KIM Knotts, RIA", "name_as_filed": "KIM KNOTTS, RIA", "url": "https://advisorcensus.com/firm/kim-knotts-ria-folsom-ca-289830", "city": "Folsom", "state": "CA", "years_registered": 8, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 339325, "name": "Kolb Wealth Management, LLC", "name_as_filed": "KOLB WEALTH MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/kolb-wealth-management-llc-rocklin-ca-339325", "city": "Rocklin", "state": "CA", "years_registered": 0, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "other" ], "enhanced": false }, { "crd_number": 144916, "name": "Lane Florence, LLC", "name_as_filed": "LANE FLORENCE, LLC", "url": "https://advisorcensus.com/firm/lane-florence-llc-cameron-park-ca-144916", "city": "Cameron Park", "state": "CA", "years_registered": 18, "raum_band": "not_reported", "compensation_types": [ "hourly", "fixed" ], "enhanced": false }, { "crd_number": 146620, "name": "Larsen Wealth Management", "name_as_filed": "LARSEN WEALTH MANAGEMENT", "url": "https://advisorcensus.com/firm/larsen-wealth-management-el-dorado-hills-ca-146620", "city": "El Dorado Hills", "state": "CA", "years_registered": 2, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 289988, "name": "Legacy Builders Financial, LLC", "name_as_filed": "LEGACY BUILDERS FINANCIAL, LLC", "url": "https://advisorcensus.com/firm/legacy-builders-financial-llc-folsom-ca-289988", "city": "Folsom", "state": "CA", "years_registered": 8, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 337405, "name": "Legacy Wealth, Inc.", "name_as_filed": "LEGACY WEALTH, INC.", "url": "https://advisorcensus.com/firm/legacy-wealth-inc-granite-bay-ca-337405", "city": "Granite Bay", "state": "CA", "years_registered": 1, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 342560, "name": "Lynch Financial Advisors", "name_as_filed": "LYNCH FINANCIAL ADVISORS", "url": "https://advisorcensus.com/firm/lynch-financial-advisors-roseville-ca-342560", "city": "Roseville", "state": "CA", "years_registered": 0, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 307923, "name": "March Partners LLC", "name_as_filed": "MARCH PARTNERS LLC", "url": "https://advisorcensus.com/firm/march-partners-llc-davis-ca-307923", "city": "Davis", "state": "CA", "years_registered": 4, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 108632, "name": "Mark Gillam Enterprises", "name_as_filed": "MARK GILLAM ENTERPRISES", "url": "https://advisorcensus.com/firm/mark-gillam-enterprises-fair-oaks-ca-108632", "city": "Fair Oaks", "state": "CA", "years_registered": 25, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed", "commissions", "other" ], "enhanced": false }, { "crd_number": 304909, "name": "Mathews Capital Management", "name_as_filed": "MATHEWS CAPITAL MANAGEMENT", "url": "https://advisorcensus.com/firm/mathews-capital-management-folsom-ca-304909", "city": "Folsom", "state": "CA", "years_registered": 7, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 328206, "name": "McCurdy Financial Solutions", "name_as_filed": "MCCURDY FINANCIAL SOLUTIONS", "url": "https://advisorcensus.com/firm/mccurdy-financial-solutions-rocklin-ca-328206", "city": "Rocklin", "state": "CA", "years_registered": 2, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 305720, "name": "Measured Financial", "name_as_filed": "MEASURED FINANCIAL", "url": "https://advisorcensus.com/firm/measured-financial-roseville-ca-305720", "city": "Roseville", "state": "CA", "years_registered": 6, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 173651, "name": "Moneta Ventures, LLC", "name_as_filed": "MONETA VENTURES, LLC", "url": "https://advisorcensus.com/firm/moneta-ventures-llc-folsom-ca-173651", "city": "Folsom", "state": "CA", "years_registered": 3, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 118433, "name": "MW Investment Strategy", "name_as_filed": "MW INVESTMENT STRATEGY", "url": "https://advisorcensus.com/firm/mw-investment-strategy-el-dorado-hills-ca-118433", "city": "El Dorado Hills", "state": "CA", "years_registered": 8, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 332369, "name": "New Paradigm Wealth Advisory", "name_as_filed": "NEW PARADIGM WEALTH ADVISORY", "url": "https://advisorcensus.com/firm/new-paradigm-wealth-advisory-sacramento-ca-332369", "city": "Sacramento", "state": "CA", "years_registered": 1, "raum_band": "not_reported", "compensation_types": [ "hourly" ], "enhanced": false }, { "crd_number": 114091, "name": "NIX Wealth Management", "name_as_filed": "NIX WEALTH MANAGEMENT", "url": "https://advisorcensus.com/firm/nix-wealth-management-sacramento-ca-114091", "city": "Sacramento", "state": "CA", "years_registered": 31, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false } ], "states": [], "metros": [], "siblings": { "national": "/advisors", "state": { "path": "/advisors/ca", "label": "Financial advisors in California" }, "metro": { "path": "/advisors/ca/sacramento", "label": "Financial advisors in Sacramento, CA" }, "city_pages": [ { "path": "/advisors/ca/sacramento/roseville", "label": "Financial advisors in Roseville, CA", "firm_count": 34 }, { "path": "/advisors/ca/sacramento/folsom", "label": "Financial advisors in Folsom, CA", "firm_count": 20 }, { "path": "/advisors/ca/sacramento/el-dorado-hills", "label": "Financial advisors in El Dorado Hills, CA", "firm_count": 13 } ], "fee_pages": [ { "path": "/advisors/ca/sacramento/fee-only", "label": "Fee-only financial advisors in Sacramento, CA", "firm_count": 53 }, { "path": "/advisors/ca/sacramento/flat-fee", "label": "Flat-fee financial advisors in Sacramento, CA", "firm_count": 89 }, { "path": "/advisors/ca/sacramento/hourly", "label": "Hourly financial advisors in Sacramento, CA", "firm_count": 81 } ], "niche_pages": [] }, "csv": "https://advisorcensus.com/advisors/ca/sacramento.csv", "source": { "name": "Form ADV", "as_of": "2026-10-01", "operator": "BH Monitor Services, LLC", "license": "https://creativecommons.org/licenses/by/4.0/", "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data" } }