S
Salzman Financial Management LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$44,393,568
Total clients
33
27% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
33
Average account size
$1,345,260
About
Salzman Financial Management provides investment advisory services to individual and high‑net‑worth investors as well as profit‑sharing plans, focusing on portfolio management through mutual fund selection and assistance with account paperwork. The firm reports managing roughly $44.4 million in client assets across a relatively small client base.
The investment approach emphasizes capturing broad asset‑class returns via diversified, passive mutual funds, with fund selection informed by asset‑class representation, expenses, tax efficiency, and turnover; client risk tolerance and investment temperament are documented with a written questionnaire. Accounts are monitored at least monthly, reviewed annually for rebalancing, and clients receive quarterly performance reporting.
Noteworthy features include exclusive use of no‑load mutual funds held on a custodial platform chosen for wide fund availability and no transaction fees for funds, and a stated policy of not accepting soft‑dollar benefits or referral compensation. The firm also discloses a formal succession agreement with another advisory firm and leaves proxy voting responsibility to clients, practices that may be less common among small advisers.
Client services
Financial planning
Portfolio management
Expertise
Passive / index investing
Fee options
$0 - $199,999: Minimum dollar amount of $2,000 $200,000 - $1,000,000: 1.00% $1,000,000 - $2,000,000: 0.90% $2,000,001 - $3,000,000: 0.80% $3,000,001 - $4,000,000: 0.70% $4,000,001 - $5,000,000: 0.60% $5,000,001+: 0.50%
Account minimum: $200,000 Minimum fee: $2,000 minimum annual fee for assets under $200,000
Main office location
Salzman Financial Management LLC
182 Grassy Plain St
Bethel CT 06801, United States
Number of offices
1
Most active in
Salzman Financial Management LLC has reported serving >5 clients in these states in the last 12 months.
Connecticut · New York
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 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.
Forms ADV
Not sure where to start?
We'll help you think it through – whether you ultimately need an advisor or not.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")