# Cassandra Mastromarino

> Cassandra Mastromarino is a fee-only financial advisor at Saltbox Financial in San Antonio, Texas. Saltbox Financial reports charging a percentage of assets and hourly fees on its Form ADV.

Page: https://find.wellspent.co/advisors/cassandra-mastromarino/
Built from SEC adviser records; last checked October 30, 2026.

## Facts

- **Firm:** Saltbox Financial
- **Based in:** San Antonio, Texas
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly
- **Assets under management (firm):** $104.6M across 212 accounts
- **CRD:** 6714282 (https://adviserinfo.sec.gov/individual/summary/6714282)
- **SEC registration:** Investment adviser representative in MA, TX
- **Exams passed:** Series 66 (2023)
- **Firm size:** 5 employees
- **Disclosures:** None reported
- **Website:** https://www.saltboxfinancial.co/

## Frequently asked questions

### Is Cassandra Mastromarino a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Cassandra holds no broker registration, and Saltbox Financial reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Cassandra charge for financial advice?

Cassandra's firm, Saltbox Financial, reports charging a percentage of assets and hourly fees on its SEC Form ADV.

### Where is Cassandra Mastromarino based?

Cassandra Mastromarino is based in San Antonio, Texas.

### Is Cassandra Mastromarino registered with the SEC?

Yes. Cassandra Mastromarino is registered as an investment adviser representative in MA and TX (CRD 6714282), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Saltbox Financial manage?

Saltbox Financial reports $104.6M across 212 accounts in assets under management.

### How do I contact Cassandra Mastromarino?

Through Cassandra's website, www.saltboxfinancial.co.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/6714282): 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
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.