Firm
Salvini Financial Planning
San Luis Obispo, California
Fee-only
Salvini Financial Planning at a glance
- One of 1,191 fee-only firms based in California in the Wellspent graph.
- 1 advisor is listed here, who holds the CFP.
- Its Form ADV reports 2 employees and 57 individual clients, 38 of them high net worth.
- Its average account is about $2.0 million (assets it manages divided by its 57 accounts).
Fee-only advisors in California · What fee-only advisors charge in California
Facts
| Based in | San Luis Obispo, California |
|---|---|
| Website | salvinifinancial.com |
| [email protected] | |
| Phone | (805) 543-6622 |
Salvini Financial Planning fees
What the firm's own website says it charges, checked October 30, 2026. We keep a price only when the exact words stating it appear on the page.
| Account minimum | None |
|---|
In the firm's words
"We do not sell any products, nor do we require any minimums." source
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 | Hourly · Fixed fees |
|---|---|
| Assets managed | $116 million |
| Individual clients | 19 |
| High-net-worth clients | 38 |
| Accounts managed | 57 |
| Employees | 2 |
| Planning clients | 51-100 |
| Registered with | The SEC (801-135944) |
| Financial planning | Offered |
| Form ADV filed | June 16, 2026 |
| SEC record | CRD 138087 |