Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$262,614,043
Total clients
365
25% high-net worth
Total advisors
5
of 5 employees
Firm size
Team
4-10 advisors or $500M+ in AUM
Average clients per advisor
73
Average account size
$719,491
Salus Financial Advisors provides wealth management, investment management, financial planning, and retirement plan advisory services to individuals, high net worth clients, families, trusts, estates, charitable organizations, businesses and retirement plans. The firm manages $262,614,043 in client assets, serves roughly 365 clients with a five-advisor team, and describes its services in its Form ADV and on its website.
SFA acts as a fiduciary and delivers customized, primarily long-term investment strategies implemented on a discretionary basis, while also buying, selling, or reallocating positions as market conditions or client goals require. Portfolios are constructed using ETFs, individual equities, fixed income, options, alternative investments and structured products, and the firm may engage unaffiliated independent managers or third‑party access platforms to manage all or portions of client accounts.
Compared with many peer teams, SFA operates from multiple offices (the brochure lists Colorado Springs and a Denver mailing address and the firm reports six offices) and discloses institutional platform relationships with Fidelity and SEI that provide access to trading, reporting and support services. The firm’s public materials and disclosures also indicate use of client-facing marketing (including published performance information and testimonials) and note practices such as limited custody (fee deduction only) and a stated cap on combined advisor/independent-manager fees.
Financial planning fixed project fees typically range from $2,500 to $5,000
0.50% to 1.25% annually (variable based on factors including asset level, complexity, reporting requirements)
Ongoing financial planning engagements offered at fixed annual fees ranging from $1,800 to $6,000 billed monthly
Fee-only: Wealth management fees range from 0.50% to 1.25% annually; financial planning fees either included in wealth management fee or charged as fixed project fees ($2,500 to $5,000) or ongoing annual retainer fees ($1,800 to $6,000 billed monthly)
Salus Financial Advisors
Colorado Springs CO, United States
Number of offices
6
Arizona · California · Colorado · Florida · Illinois · Minnesota · Missouri · Nebraska · North Dakota · Pennsylvania · Texas · Wisconsin · Wyoming
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
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.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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.
Series 63, Series 65
Casper, WY
Salus Financial Advisors
Series 65
Denver, CO
Salus Financial Advisors
Series 63, Series 65
Scottsdale, AZ
Salus Financial Advisors
CFP®, Series 63
Colorado Springs, CO
Salus Financial Advisors
Series 63, Series 66
Minneapolis, MN
Salus Financial Advisors
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