Bixy Wealth LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Bixy Wealth LLC provides fee-only financial planning services to individuals and high‑net‑worth individuals through comprehensive, ongoing, and project‑based engagements and delivers written financial plans. The firm may recommend third‑party professionals for implementation or specialized advice and does not accept commissions or other third‑party sales compensation.
When making investment recommendations as part of planning, the firm emphasizes Modern Portfolio Theory, strategic asset allocation, and passive investment vehicles to align portfolios with clients’ risk tolerance and long‑term objectives, and it tailors advice to client‑imposed restrictions. Bixy Wealth does not provide discretionary investment management, does not take custody of client assets, and clients implement recommendations through their chosen custodians.
Noteworthy aspects include a fee design that relies on fixed and recurring planning fees plus hourly billing for project work rather than a percentage‑of‑assets model common among peers. The brochure also discloses that the firm is newly formed, operates with a single principal who maintains a substantial outside corporate role (approximately 35 hours per week), and follows a defined annual planning cadence with quarterly topics such as plan updates, college/insurance reviews, spending/borrowing assessments, and year‑end tax and open‑enrollment planning.
Client services
Expertise
Occupation focus
Demographic focus
Fee options
Fixed fee for Comprehensive Financial Plan ranging from $1,000 to $10,000
$250 per hour for Project-Based Financial Planning
Fee-only: Fixed fees for Comprehensive Financial Plan ranging from $1,000 to $10,000; Recurring quarterly fees for Ongoing Financial Planning ranging from $2,000 to $5,000; Hourly fee of $250/hour for Project-Based Financial Planning
Main office
San Mateo CA
Advisors at this office
1
Most active in
California
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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