Full-Service Trustee and Financial Strategies

Dedicated to providing our clients with professional, personalized services and guidance in a wide range of financial and business needs.

Our Clients Love Us!

Quote mark "Friendly service that helped guide our family through the distribution of my mother's estate."
Quote mark "Wish we would have found them sooner. Thanks so much!"
Quote mark "They truly care about their clients."

Our Services

Nixon Consulting, Inc. is dedicated to the highest levels of integrity and professionalism in providing trustee and financial strategies to the Client.

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Estate Trusts

Oversees the closure of an estate from the death of the Trustor until final distribution to the beneficiaries.

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Special Needs Trusts

Helping beneficiaries retain their Medi-Cal and SSI by overseeing how the trust assets are distributed and ensuring all payments are within Medi-Cal and SSI guidelines.

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Trustee duties

Currently the trustee for 30+ trusts with over $20 million in assets managed.

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Wealth Building

Whether you are a well-established business or just getting started, Nixon Consulting, Inc. can help.

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Consultation

Nixon Consulting, Inc. can share a wide range of knowledge in the fields of trusts, taxes, financial planning, social work, and more.

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Underage Trusts

We manage the inheritance of minors until they come of age.

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Social Work

Nixon Consulting, Inc. helps individuals navigate the everyday complications of life with a professional social worker on staff.

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Financial Guidance

We are here to assist individuals and companies when they are in financially hard times by evaluating their situation and providing detailed steps to financial freedom.

Learn More

Jimmie Nixon, who shares a last name with a certain U.S. President but is far more at home with balance sheets than politics, is a distinguished accounting professional with a robust academic foundation from Fresno Pacific University, where he earned his bachelor's degree in Accounting. Boasting over 18 years as a CPA, Jimmie has established himself as an expert in the realms of individual, business, and estate taxes. His commitment to financial education shines through his leadership in multiple classes of Dave Ramsey's Financial Peace University, where he guides others towards fiscal responsibility and peace of mind.

Jimmie Nixon, CPA with 18+ years experience

Jimmie Nixon

18+ Years of experience.

Christina Nixon, Social Worker with 20+ years experience

Christina Nixon

20+ Years of experience.

Christina Nixon is a seasoned social work professional with over 20 years of dedicated service in her field. A proud alumna of Fresno Pacific University, Christina holds a bachelor's degree in Social Work. Throughout her career, she has honed her expertise in court report writing, a skill essential in the social work profession. With two decades of experience as a practicing social worker, Christina's profound knowledge and commitment have made a significant impact in the lives of those she serves.

Fee Structure

  • ONE TIME TRUSTS
  • ONGOING TRUSTS

Trust settlement services ‐ one time trusts

Service Provided Fee Assessed
Covers the final administration and distribution of trust assets following the trust creator's death.
  • Assets up to $2 million: 2% ($12,500 minimum)
  • Next $3 million in assets: 1.5%
  • Over $5 million: 1%

Hourly Rate

$300

Other Notes about Fees
  • Certain assets may be excluded for fee calculation purposes.
  • Unless otherwise noted in the governing document or specified by applicable law, all fees are charged based on the rates above.
  • When unusual or extraordinary services are requested or required, additional fees will be charged for the duties performed.
  • Nixon Consulting, Inc. will outsource the performance of specialized services such as tax returns and summary of accounts in court accepted formats, and the expense will be paid by the trust.
  • Unless otherwise noted in the governing document or specified by applicable law, all fees are charged upon acceptance of services.
  • Any unpaid balances will be charged annual interest of the prime interest rate at December 31st plus 2%