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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 04-16-1999
- Office Locations
- 5
Office Locations
About Saltbox Financial LLC
Saltbox Financial is an independent, fee-only financial planning firm founded in 1999 and based in Newburyport, MA, built for secure virtual planning nationwide. The team serves individuals and families with no minimums, offering hourly advice, comprehensive planning, tax preparation, and ongoing investment management. Their planning is education-first, and portfolios commonly use ETFs, public funds, and fixed income. Notable: a “triple fiduciary” oath and tech-forward client experience.
Team overview
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Asset Classes
Custodian
Fund Managers
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
VERA KELSEY-WATTS
Chief Compliance Officer, Investment Advisor Representative, Managing Member, Owner
- CRD
- #6276017
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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KAMERYNN ALISA BONN
--
- CRD
- #7358790
Cassandra Jo Mastromarino
--
- CRD
- #6714282
Showing 2 of 5 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $102,356,927 | -- |
| Non-Discretionary | $2,199,207 | -- |
| Total | $104,556,134 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Cash | Available | Available |
| Municipal Bonds | Available | Available |
| Equity - Exchange | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Private Funds | Available | Available |
| Total | Available | Available |
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