A complete list of active advisors currently associated with Bixy Wealth LLC

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

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.

To learn more about the advisors currently working at Bixy Wealth LLC, 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.