Bixy Wealth LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$0
Clients
0
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
0
Very LowAverage account size
—
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
Financial planning
Expertise
Cash flow / budgeting
College savings (529s, UTMA, etc.)
Retirement income strategy
General tax planning
Occupation focus
Executive
Founder/Business Owner
Demographic focus
Mid-Career Professionals
Established Professionals
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 location
Bixy Wealth LLC
San Mateo CA, United States
Number of offices
1
Most active in
Bixy Wealth LLC has reported serving >5 clients in these states in the last 12 months.
California
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
-
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.
-
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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