Salvini Financial Planning
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$116,154,534
Clients
57
67% high-net worth
Advisors
1
of 2 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
57
HighAverage account size
$2,037,799
About
Salvini Financial Planning is a fee-only advisory firm that works with individuals (including high‑net‑worth clients), families, trusts, estates and retirement plans, providing financial planning, discretionary investment management, retirement plan consulting and tax preparation and compliance. The firm reports roughly $116 million in discretionary assets under management and serves a relatively small client base.
The firm’s investment work is based on tailored financial plans and strategic asset allocation, typically implemented with no‑load mutual funds and ETFs and managed on a discretionary basis consistent with client objectives and risk tolerance; retirement plan engagements include written Investment Policy Statements and participant education. Rather than charging a percentage-of-assets fee, Salvini generally bills for services through fixed or hourly fees and invoices investment management on a flat periodic basis, and it integrates in‑house tax services with planning and portfolio advice.
Salvini is notable among peers for its accounting focus and affiliations: registered advisor personnel hold CPA and CFP® credentials and the firm provides tax preparation and compliance as part of its service mix, reflecting an operational link to accounting expertise that is uncommon in this peer group. The firm also operates on a strictly fee‑only basis with no commission arrangements and offers flexible engagement options without a formal account minimum.
Client services
Financial planning
Portfolio management
Expertise
General retirement planning
Charitable giving & philanthropy
Retirement plans for business owners (SEP, solo 401k)
Fee options
Flat project-based fees range from $3,450 to $18,000 annually for financial planning and consulting; Retirement plan consulting fixed fee from $3,450 to $18,000; Tax preparation fixed fee from $450 to $5,000
$345 per hour
Fee-only: Hourly fee of $345; Flat project-based fees from $3,450 to $18,000 annually; Fixed fee for retirement plan consulting from $3,450 to $18,000; Tax preparation fixed fee from $450 to $5,000
Main office location
Salvini Financial Planning
San Luis Obispo CA, United States
Number of offices
1
Most active in
Salvini Financial Planning has reported serving >5 clients in these states in the last 12 months.
California
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
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:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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