Fee-only adviser · Sacramento, CA
The Salvetti Group
The Salvetti Group is a fee-only investment adviser registered with the U.S. Securities and Exchange Commission, with its main office in Sacramento, California. On its latest Form ADV, filed July 23, 2026, it reports $634M in regulatory assets under management, 590 individual clients and 4 employees who give 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 | 324974 · SEC file 801-128204 |
| Office | 3455 American River DR. Suite a Sacramento, CA 95864 |
| Phone | (916) 414-8282 |
| Website | www.thesalvettigroup.com |
| Regulatory assets under management | $634M |
| Individual clients | 428 non-high-net-worth, 162 high-net-worth |
| Financial planning clients | More than 500 |
| How it charges | Percentage of assets |
| Services | Portfolio management |
| Employees | 6 |
| Disciplinary disclosures | None reported |
| Latest Form ADV filing | July 23, 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 charges only as a percentage of the assets it manages. Ask about the fee schedule and any account minimum, which Form ADV Part 1 does not record.
- Most of its individual clients are not high-net-worth, so it is likely to work with people who are still building assets.
- It sponsors or manages a wrap fee program; ask what the bundled fee covers.
- 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 Sacramento
- True Wave Financial Planners $456M
- Towerpoint Wealth, LLC $561M
- Twin Rivers Wealth Management $122M
- Argos Wealth Advisors LLC $1.0B
- Strategic Advocates, LLC $34M
- Nix Wealth Management $82M
See all 25 fee-only advisers in Sacramento →
Nearby
- Gold River 2 firms
- Elk Grove 2 firms
- Fair Oaks 2 firms
- Roseville 13 firms
- Folsom 10 firms
- Rocklin 5 firms
- Granite Bay 5 firms
- Davis 2 firms
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