Salvini Financial Planning

Salvini Financial Planning is a fee-only investment adviser registered with the U.S. Securities and Exchange Commission, with a mailing address in San Luis Obispo, California (its office is a private residence, so the street address is not published). On its latest Form ADV, filed June 16, 2026, it reports $116M in regulatory assets under management, 57 individual clients and 1 employee who gives investment advice. It reports no commission compensation, is not registered as a broker-dealer and does not act as an insurance agent.

Key facts from Form ADV

Registration	SEC-registered
Firm CRD number	138087 · SEC file 801-135944
Office	San Luis Obispo, CA (mailing address; office not published)
Phone	(805) 543-6622
Website	www.salvinifinancial.com
Regulatory assets under management	$116M
Individual clients	19 non-high-net-worth, 38 high-net-worth
Financial planning clients	51-100
How it charges	Hourly, Fixed fee
Services	Financial planning, Portfolio management
Employees	2
Disciplinary disclosures	None reported
Latest Form ADV filing	June 16, 2026

Source: the firm’s Form ADV Part 1A as published by the SEC’s Investment Adviser Public Disclosure database, data as of November 6, 2026. Figures are self-reported by the firm.

What this means for you

• It offers hourly or fixed-fee arrangements, so you may be able to pay for a plan without handing over your investments.
• Most of its individual clients are high-net-worth, which on Form ADV means they meet the SEC’s qualified-client or qualified-purchaser test: broadly, more than $1 million managed by the adviser or a net worth above $2 million, with the thresholds indexed for inflation.
• It provides financial planning services, not only portfolio management.
• It reports no disciplinary history on Form ADV.

Before you hire any adviser

Read the firm’s Form ADV Part 2 brochure on its SEC record: it sets out fees, minimums, conflicts of interest and who will manage your money. Ask whether the firm acts as a fiduciary for all of your accounts, how it is paid in total, and who holds your assets. Our guide to choosing a financial adviser lists the questions to ask.

Other fee-only advisers in San Luis Obispo

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• Peak Wealth Advisors, Inc. $99M
• Cerro Pacific Wealth Advisors, LLC $532M
• KMR Wealth Advisory, LLC $66M
• Lance Parker Wealth Management $38M
• Burkart & Stevens Wealth Management $8.0M

See all 14 fee-only advisers in San Luis Obispo →

Nearby

• Atascadero 2 firms
• Templeton 2 firms
• Santa Maria 1 firm