Leslie Modica
Saltbox Financial · Newburyport, Massachusetts
Leslie Modica is a fee-only financial advisor at Saltbox Financial in Newburyport, Massachusetts, who holds the CFP credential. Leslie charges hourly fees and an ongoing planning fee ($300 an hour and no asset minimum).
Request an introduction to Leslie →
Facts
| Firm | Saltbox Financial |
|---|---|
| Based in | Newburyport, Massachusetts |
| Fee model | Hourly · Ongoing planning fee |
| Fees (firm's website) | $300 an hour · No asset minimum |
| Works virtually | Yes |
| Assets under management | $104.6M across 212 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in MA, NH · CRD 7592658 |
| Exams passed | Series 65 (2022) |
| Firm size | 5 employees |
| Disclosures | None reported |
| Website | saltboxfinancial.co |
How Leslie's firm compares
- The hourly rate is $300, in line with the Massachusetts median of $300 for fee-only firms that publish prices.
- Saltbox Financial's average account is about $493,000, from its Form ADV (assets managed divided by 212 accounts).
Request an introduction to Leslie
Tell Leslie a little about what you're looking for. Leslie isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Leslie
Is Leslie Modica a fee-only financial advisor?
Yes. Leslie Modica is listed in the NAPFA directory (NAPFA admits only fee-only advisors). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Leslie's firm.
How does Leslie charge for financial advice?
Leslie charges hourly fees and an ongoing planning fee.
How much does Leslie charge?
According to Saltbox Financial's website, checked October 28, 2026: $300 an hour; no asset minimum.
Does Leslie work with clients virtually?
Yes. Saltbox Financial says on its website that it works with clients remotely.
Where is Leslie Modica based?
Leslie Modica is based in Newburyport, Massachusetts.
What credentials does Leslie Modica hold?
Leslie Modica holds the CFP credential.
Is Leslie Modica registered with the SEC?
Yes. Leslie Modica is registered as an investment adviser representative in MA and NH (CRD 7592658), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.
How much does Saltbox Financial manage?
Saltbox Financial reports $104.6M across 212 accounts in assets under management.
How do I contact Leslie Modica?
Through Leslie's website, saltboxfinancial.co.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- NAPFA directory listing : NAPFA admits only fee-only advisors
- Saltbox Financial website : specialties, clients served, and fees, checked October 28, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 21, 2026.
See something wrong? Request a correction. Read our methodology.