Firm
Salida Financial Advice and Planning
Salida, Colorado
Fee-only
Salida Financial Advice and Planning at a glance
- One of 336 fee-only firms based in Colorado in the Wellspent graph.
- 1 advisor is listed here.
- Its average account is about $775,000 (assets it manages divided by its 21 accounts).
Fee-only advisors in Colorado · What fee-only advisors charge in Colorado
Facts
| Based in | Salida, Colorado |
|---|---|
| Website | salidafinancial.com |
| Phone | (917) 363-1287 |
Salida Financial Advice and Planning fees
Salida Financial Advice and Planning doesn't publish its prices on its website, or we couldn't confirm them word for word. Ask for its Form ADV Part 2A, which must describe its fees.
For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.
What its SEC filing says
| Paid by | Fixed fees |
|---|---|
| Assets managed | $16 million |
| Individual clients | 20 |
| Accounts managed | 21 |
| Planning clients | 11-25 |
| Financial planning | Offered |
| Form ADV filed | May 6, 2026 |
| SEC record | CRD 317464 |