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- Custodian
- Charles Schwab & Company · Fidelity/NFS · Vanguard
- Clients
- Retail
- Platforms
- Available
- Established Date
- 11-23-2009
- Office Locations
- 1
Office Locations
About Salvini Financial Planning
Salvini Financial Planning is a fee-only RIA that does not sell products or accept commissions, providing strategic wealth planning and ongoing investment management through a collaborative, goals-based process focused on sustainable, tax-efficient outcomes. Serves retail clients (including entrepreneurs) and commonly implements portfolios using ETFs and public funds, with custody through firms such as Charles Schwab. Led by Principal Brooke Salvini.
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Custodian
Investment Themes
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Platform
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Owner & Executives
BROOKE ALISON SALVINI
Chief Compliance Officer, Principal
- CRD
- #5092961
- Ownership
- 75% or more
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Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $116,154,534 | $2,037,799 |
| Non-Discretionary | $0 | -- |
| Total | $116,154,534 | $2,037,799 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Municipal Bonds | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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