Richard Vertucci
Salient Wealth Planning · Encinitas, California
Richard Vertucci is a fee-only financial advisor at Salient Wealth Planning in Encinitas, California. Salient Wealth Planning reports charging a percentage of assets and fixed fees on its Form ADV.
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Facts
| Firm | Salient Wealth Planning |
|---|---|
| Based in | Encinitas, California |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $239.4M across 817 accounts |
| SEC registration | Investment adviser representative in CA · CRD 6442611 |
| Exams passed | Series 66 (2018) |
| Firm size | 4 employees |
| Disclosures | None reported |
| Website | www.salientwealthplanning.com |
How Richard's firm compares
- Salient Wealth Planning's average account is about $293,000, from its Form ADV (assets managed divided by 817 accounts).
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Questions about Richard
Is Richard Vertucci a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Richard holds no broker registration, and Salient Wealth Planning reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Richard charge for financial advice?
Richard's firm, Salient Wealth Planning, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Richard Vertucci based?
Richard Vertucci is based in Encinitas, California.
Is Richard Vertucci registered with the SEC?
Yes. Richard Vertucci is registered as an investment adviser representative in CA (CRD 6442611), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Salient Wealth Planning manage?
Salient Wealth Planning reports $239.4M across 817 accounts in assets under management.
How do I contact Richard Vertucci?
Through Richard's website, www.salientwealthplanning.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Encinitas
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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