A complete list of active advisors currently associated with NIX Wealth Management

Warmer can help you find a great advisor at NIX Wealth Management or one who fits your needs even better.

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.

To learn more about the advisors currently working at NIX Wealth Management, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.