Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$203,094,312
Total clients
356
20% high-net worth
Total advisors
4
of 5 employees
Firm size
Team
4-10 advisors or $500M+ in AUM
Average clients per advisor
89
Average account size
$570,490
Salus Financial Advisors is a registered investment adviser that serves individuals, high-net-worth clients, families, trusts, estates, charitable organizations, businesses and retirement plans. The firm provides wealth management and financial planning services, discretionary portfolio management (primarily ETFs, individual equities and fixed income), and retirement-plan advisory services, managing roughly $203 million for about 356 clients across five offices.
SFA emphasizes customized, fiduciary-driven portfolio construction and ongoing client contact, typically pursuing a long-term investment orientation while trading or reallocating positions as needed to meet client objectives. Portfolios may include options, structured products and alternative investments, and the firm frequently implements strategies through unaffiliated independent managers and technology platforms (including Pontera Solutions for held-away participant accounts), with oversight conducted under its Code of Ethics.
Noteworthy for a four-advisor team, the firm discloses institutional relationships with Fidelity and SEI that provide software, trading access and other economic benefits to the adviser. The firm’s disclosures also note the use of client testimonials and the presentation of performance results in its advertising, and several advisory personnel are licensed insurance professionals who may receive commission-based compensation — all of which the firm describes and discloses to address potential conflicts of interest.
Financial planning stand-alone fixed fees typically range from $2,500 to $5,000; ongoing financial planning engagements fixed annual fees ranging from $1,800 to $6,000 billed monthly.
0.50% to 1.25% annually (range based on factors such as complexity, asset level, reporting requirements, and overall relationship)
Certain advisory persons licensed as independent insurance professionals may earn commissions for insurance product sales, separate from advisory fees.
Account minimum: No stated minimum for establishing a relationship; however, certain investment strategies and/or Independent Managers may have minimums. Fee-only: Wealth management fees based on assets under management; financial planning fees may be fixed or ongoing annual retainer; retirement plan advisory fees asset-based or fixed annual fee.
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.
Salus Financial Advisors
Colorado Springs CO, United States
Number of offices
5
Series 63, Series 65
Casper, WY
Salus Financial Advisors
Series 65
Colorado Springs, 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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