Brooke Salvini is a CFP, PFS-designated registered investment advisor at Salvini Financial Planning, based in San Luis Obispo, CA, with 16 years of industry experience. Brooke operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Investment Management, and 2 more. Their firm serves 47 clients with $98M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Salvini Financial Planning charges a flat quarterly fee for investment advisory services based on the complexity of the client's financial needs and objectives. The fee is paid quarterly in advance and is negotiable under appropriate circumstances. Fees are prorated for accounts maintained for less than a full billing period and returned if an account is terminated before the billing period ends.
Location
San Luis Obispo, CA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Brooke is involved in several professional organizations, including the California Society of CPAs (CALCPA) Investment Committee and AICPA committees, dedicating minimal time to each. Brooke is also the President of The All-Star Financial Group, a personal financial planning study group.
Employment History
Current Registrations
Salvini Financial Planning
State Registrations1 state
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