ADAMS ASHBY FINANCIAL ADVISORS
SEC RegisteredAbout the firm
Adams Ashby Financial Advisors is a Sacramento area Fee-Only Financial Planner / Financial Planning Firm. They specialize in providing objective financial planning to help clients build, manage, grow and protect their assets through life's transitions.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Financial planning services including retirement planning, investment personality profile assessment, comprehensive investment and real estate holdings review, income and estate tax reduction analysis and planning, family budgeting and financial progress coaching, and comprehensive review of family financial documents. Also offers portfolio management.
Who they serve
Individuals and couples seeking financial planning and portfolio management, including those planning for retirement and looking to achieve overall financial objectives.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 12 | $2.0M |
| High Net Worth Individuals | 28 | $473M |
| Charitable Organizations | 2 | $4.1M |
| State/Municipal Entities | 1 | — |
0 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
2 advisors in the directory
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| Any Assets | 1.25% |
Data as of March 16, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. ADAMS ASHBY FINANCIAL ADVISORS has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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