Cassandra Mastromarino
Saltbox Financial · San Antonio, Texas
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.
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Facts
| Firm | Saltbox Financial |
|---|---|
| Based in | San Antonio, Texas |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly |
| Assets under management | $104.6M across 212 accounts |
| SEC registration | Investment adviser representative in MA, TX · CRD 6714282 |
| Exams passed | Series 66 (2023) |
| Firm size | 5 employees |
| Disclosures | None reported |
| Website | www.saltboxfinancial.co |
How Cassandra's firm compares
- Saltbox Financial's average account is about $493,000, from its Form ADV (assets managed divided by 212 accounts).
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Questions about Cassandra
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.
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
- 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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