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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 inSan Luis Obispo, California
Websitesalvinifinancial.com
Email[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 minimumNone

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 byHourly · Fixed fees
Assets managed$116 million
Individual clients19
High-net-worth clients38
Accounts managed57
Employees2
Planning clients51-100
Registered withThe SEC (801-135944)
Financial planningOffered
Form ADV filedJune 16, 2026
SEC recordCRD 138087

Advisors at this firm (1)

Other fee-only firms in San Luis Obispo

Fee-only advisors in California