Advisor at Saltmarsh Financial Advisors, LLC
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Firm
Saltmarsh Financial Advisors, LLC
Location
Pensacola, FL 32501-3305
Credentials
CFA®, Series 63
Industry experience
5 years
Mark Hemby is a CFA® charterholder with five years of industry experience, currently serving at Saltmarsh Financial Advisors, LLC since 2020. Prior to joining Saltmarsh, he was involved with Table Needs, Inc. and Hemby Foods. Saltmarsh Financial Advisors, LLC provides investment management and financial planning services to individuals, families, fiduciaries, pension plans, corporations, and small businesses. The firm manages approximately $318.4 million across about 227 client relationships, employing an investment approach focused on asset allocation based on Modern Portfolio Theory and diversification across asset classes using both passive and active vehicles.
Comprehensive financial planning fees typically start at $5,000 fixed fee, disclosed upfront in agreement
$500,000 - $750,000: 1.50% $750,001 - $1,000,000: 1.25% $1,000,001 - $1,500,000: 1.10% $1,500,001 - $2,000,000: 1.00% $2,000,001+: 0.95%
Up to $450 per hour for financial planning and consultations; clerical fees not to exceed $250 per hour
Account minimum: $500,000 Fee-only: Financial planning fees based on hourly rate not to exceed $450 per hour; comprehensive financial plans typically start at $5,000 fixed fee; hourly consultations up to $450 per hour
900 N 12 Th Avenue
Pensacola, FL 32501-3305
Florida
Saltmarsh Financial Advisors, LLC
2020 - Present (6 years)
Table Needs, Inc.
2020 - 2020 (1 year)
Hemby Foods
2015 - 2020 (5 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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