Advisor at Saltbox Financial LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Fixed fee financial planning projects typically range between $500-$5,000.
$500,000 - $1,000,000: 1.00% $1,000,001 - $3,000,000: 0.90% $3,000,001 - $5,000,000: 0.80% $5,000,001+: 0.70%
Principal Advisor: $350 per hour; Associate Advisor: $275 per hour.
Account minimum: $500,000 Fee-only: Hourly fees: Principal Advisor $350/hour, Associate Advisor $275/hour; Fixed fees typically $500-$5,000 for financial planning projects.
Saltbox Financial LLC
2025 - Present (1 year)
Wholehearted Bookkeeping
2020 - 2024 (4 years)
University of St. Augustine for Health Sciences
2019 - 2020 (1 year)
Ultimate Staffing
2018 - 2019 (1 year)
Not Applicable
2017 - 2018 (1 year)
Center for Family Life
2016 - 2017 (1 year)
UN Sustainable Development Solutions Network
2016 - 2016 (1 year)
350.ORG
2016 - 2016 (1 year)
Columbia University
2012 - 2016 (4 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Series 66
Priest River, ID
Edward Jones
Series 63, Series 65
Newport, WA
Physician Advising LLC
Series 65
Newport, WA
AE Wealth Management, LLC
Series 63, Series 65
Cusick, WA
Wells Fargo Clearing
Series 63, Series 65
Priest River, ID
Cetera
Series 66
Elk, WA
Edward Jones
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