Twin Rivers Wealth Management fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed July 29, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$125⁠-⁠$350/hr

“Occasionally, under special circumstances, we may provide one-time financial planning varying from $125.00 to $350 an hour depending on the complexity and number of investment adviser representatives involved.”

Monthly fee

$100⁠-⁠$1,000/mo

“Financial planning fees are charged in advance on a monthly basis and range from $100.00 to $1,000.00 a month depending on the complexity.”

Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)

How Twin Rivers Wealth Management bills

Payment and refund terms, quoted from the fee section of the brochure.

• “Please note that fees are negotiable at the Firm’s discretion and usually based on pre-existing relationships.”
• “The annual fee is prorated and paid monthly in advance, based upon the market value of the managed assets on the last business day of the previous month.”
• “Accounts coming mid-month will be charged a pro-rata amount for the remainder of the month and then be charged monthly in advance moving forward.”

How Twin Rivers Wealth Management’s fees compare

• Its hourly rate of $125-$350 spans the California median of $300. 18% of the 932 other California planners that publish an hourly rate charge less.
• 1 of the 10 other planners in Sacramento that publish an hourly rate charge less.

About Twin Rivers Wealth Management

• Firm size: 5 employees.
• Registered as an adviser: 2026.

Planning areas mentioned in the brochure

• Tax planning

Firm details from Form ADV

How the firm is paid

Hourly fees, fixed or flat fees, percentage of assets under management

Charges a % of assets

Yes

Highest asset based fee in brochure

3% a year

Clients

256

Employees

5

Works with

Individuals, high net worth individuals, pension and profit sharing plans, other investment advisers, and businesses

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, pension consulting, selecting other advisers, and educational seminars and workshops

Assets managed

$121,500,000

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

305773

Website

tr-wealth.com (opens in new tab)

Phone

(916) 545-2581

Other planners in Sacramento that publish fees

• Baluden FinancialSacramento$1,500⁠-⁠$2,400
• Boyd Wealth Management, LLCSacramento$5,000, $20,000/yr
• Burge FinancialSacramento$300/hr
• Deeringer Wealth Management, LLCSacramento$300⁠-⁠$350/hr, $2,000
• Endeavor Financial PlanningSacramento$300/hr, $3,000⁠-⁠$5,000/yr
• Financial ClientSacramento$299/mo

Compare all 23 planners in Sacramento