NIX Wealth Management
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Nix Wealth Management advises individuals and trusts and specializes in managing individual and trust assets as well as IRA rollovers, serving about 115 clients with $82 million in assets under management. The fee-only firm, in operation since 1995, offers investment management along with retirement planning, tax and estate planning, insurance reviews and college-planning services.
Portfolios are tailored to client goals and typically include individual stocks, low-cost mutual funds, ETFs, bonds and money market funds, with an emphasis on appropriate asset allocation and long-term investing and use of third‑party research and the firm’s white paper, “Vigilant and Disciplined Investing.” NWM manages assets predominantly on a non‑discretionary basis—stating it manages $82 million on a non‑discretionary basis—and does not accept discretionary trading authority, seeking client approval before trades and performing quarterly formal reviews with weekly or daily aggregate monitoring.
Compared with many peers, the firm’s primary non‑discretionary structure is notable, and the brochure does not describe a focus on high‑net‑worth clients despite a $100,000 nominal account minimum. NWM operates as a small, three‑advisor team with CFP® credentials, participates in TD Ameritrade’s institutional program for custody and reporting, and discloses that it does not vote client proxies or receive outside compensation.
Client services
Expertise
Fee options
$0 - $99,999: 1.50% $100,000 - $500,000: 1.00% $501,001 - $1,000,000: 0.75% Over $1,000,000+: 0.50%
Account minimum: $100,000 Fee-only: Fee-only financial advisory firm, fees deducted quarterly in advance.
Main office
1545 River Park Dr Ste 203
Sacramento CA 95815-4614
Advisors at this office
3
Most active in
California
Also doing business as
Nix Wealth Management · Nix, Joseph B.
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
Advisors at this firm
Joseph N
Series 63, Series 65
Sacramento, CA
NIX Wealth Management
Joseph Nix is a financial advisor with NIX Wealth Management in Sacramento, CA, holding Series 63 and Series 65 licenses and bringing 43 years of industry experience. He previously worked at Securities Service Network, Inc. for 15 years and has operated his own advisory practice since 1995. Nix Wealth Management advises individuals and trusts, managing approximately $82 million in assets for about 115 clients. The fee-only firm emphasizes non-discretionary asset management with tailored portfolios that include individual stocks, mutual funds, ETFs, bonds, and money market funds, focusing on long-term investing and asset allocation.
Joseph N
CFP®, Series 66
Sacramento, CA
NIX Wealth Management
Joseph Nix is a CFP® professional with 10 years of industry experience, currently serving as an advisor at NIX Wealth Management in Sacramento, CA. His prior work includes roles at Securities Service Network and Hook & Ladder. NIX Wealth Management advises individuals and trusts, specializing in managing individual and trust assets as well as IRA rollovers. The firm emphasizes non-discretionary portfolio management with tailored investment strategies that include stocks, mutual funds, ETFs, and bonds, serving approximately 115 clients with $82 million in assets under management.
Jesse N
CFP®, Series 66
Sacramento, CA
NIX Wealth Management
Jesse Nix is a CFP® professional with 10 years of industry experience, currently serving as an advisor at NIX Wealth Management in Sacramento, CA. His prior roles include positions at Securities Service Network, Inc. and Hook & Ladder. NIX Wealth Management advises individuals and trusts, specializing in managing individual and trust assets as well as IRA rollovers. The fee-only firm serves approximately 115 clients with $82 million in assets under management, focusing on tailored portfolios, appropriate asset allocation, and a non-discretionary management approach.
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