Salvini Financial Planning
Firm details
- Headquarters
- ,
- CRD number
- 138087
- Registered since
- April 23, 2026
- Website
- www.salvinifinancial.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Hourly Charges, Fixed Fees
- Client types
- HNWI93.11%
- Individuals6.89%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Salvini Financial Planning is an independent registered investment adviser operating as a sole proprietorship and owned by an individual. The firm registered with the SEC in 2026 and focuses on clients that are individuals and families. Its advisory work centers on financial planning and discretionary portfolio management for individuals and small businesses, paired with accounting services as a core business activity. Compensation comes through hourly charges and fixed fees rather than percentage-based AUM billing. The firm does not position itself as a capital allocator, is not an active ESG investor, and is not marked as a multistate adviser in the available data.
Assets & Accounts
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds75%
- Exchange Traded Equities14%
- State & Local Bonds6%
- Cash & Cash Equivalents3%
- US Government Bonds1%
Contacts
1 of 1
Brooke Salvini
PrincipalCRD 5092961
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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