Brooke Salvini
Salvini Financial Planning · San Luis Obispo, California
Brooke Salvini is a fee-only financial advisor at Salvini Financial Planning in San Luis Obispo, California, who holds the CFP and PFS credentials. Salvini Financial Planning reports charging hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Salvini Financial Planning |
|---|---|
| Based in | San Luis Obispo, California |
| Fee model (firm's Form ADV) | Hourly · Fixed fees |
| Fees (firm's website) | No asset minimum |
| Assets under management | $116.2M across 57 accounts |
| Credentials | CFP · PFS |
| SEC registration | Investment adviser representative in CA · CRD 5092961 |
| Exams passed | Series 65 (2005) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | www.salvinifinancial.com |
| Profile |
How Brooke's firm compares
- Salvini Financial Planning's average account is about $2.0 million, from its Form ADV (assets managed divided by 57 accounts).
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Questions about Brooke
Is Brooke Salvini a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Brooke holds no broker registration, and Salvini Financial Planning reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Brooke charge for financial advice?
Brooke's firm, Salvini Financial Planning, reports charging hourly fees and fixed fees on its SEC Form ADV.
How much does Brooke charge?
According to Salvini Financial Planning's website, checked October 30, 2026: no asset minimum.
Where is Brooke Salvini based?
Brooke Salvini is based in San Luis Obispo, California.
What credentials does Brooke Salvini hold?
Brooke Salvini holds the CFP and PFS credentials.
Is Brooke Salvini registered with the SEC?
Yes. Brooke Salvini is registered as an investment adviser representative in CA (CRD 5092961), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Salvini Financial Planning manage?
Salvini Financial Planning reports $116.2M across 57 accounts in assets under management.
How do I contact Brooke Salvini?
Through Brooke's website, www.salvinifinancial.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- Salvini Financial Planning website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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