Saltmarsh Financial Advisors

Saltmarsh Financial Advisors at a glance

• One of 570 fee-only firms based in Florida in the Wellspent graph.
• 6 advisors are listed here; 2 of 6 hold the CFP.
• Its Form ADV reports 6 employees and 219 individual clients, 86 of them high net worth.
• Its average account is about $677,000 (assets it manages divided by its 527 accounts).

Fee-only advisors in Florida · What fee-only advisors charge in Florida

Facts

Saltmarsh Financial Advisors fees

Saltmarsh Financial Advisors 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

Advisors at this firm (6)

• Christina Doss

• George Peaden

• Mark Hemby

  CFA

• Michael Hall

  CFP

• Pierce Broscious

• Sarah Horne

  CFP