WS
CFP
WS
CFP

Wayne Salsbury

11 Years of Experience
Akron, OH
Sells Insurance

Wayne Salsbury is a CFP-designated registered investment advisor at Presper Financial Architects, LLC, based in Akron, OH, with 11 years of industry experience. Wayne operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management. Their firm serves 533 clients with $360M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
3 advisors
Number of Clients
533 clients
Average Client Portfolio
$680K average
Assets Under Management
$362.6M

Fee Structure

Minimum Investment:$500K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $2.0M1.00%
$2.0M - $4.0M0.70%
$4.0M - $10.0M0.35%
$10M+0.10%

Fees are negotiable and may be higher or lower based on the nature of the account. PFA also has an agreement with American Funds where the fee is 0.50% per year and non-negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

441 Wolf Ledges Parkway, Suite 103, Akron, OH, 44311-1077

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Wayne holds an insurance license and engages in insurance sales and service related to financial planning. This activity takes a few hours per week.

Employment History
Current Registrations
Presper Financial Architects, LLC
February 2025 - Present · 1 yr 3 mos
Previous Registrations
Signature Estate Securities, LLCBroker
June 2024 - January 2025 · 7 mos
Seia
June 2024 - January 2025 · 7 mos
Cedar Brook Group
September 2021 - July 2024 · 2 yrs 10 mos
Cadaret Grant & CO INC
August 2021 - June 2024 · 2 yrs 10 mos
Cadaret, Grant & CO., INC.Broker
August 2021 - June 2024 · 2 yrs 10 mos
Kestra Advisory Services, LLC
February 2021 - August 2021 · 6 mos
Kestra Investment Services, LLCBroker
February 2021 - August 2021 · 6 mos
Securities America Advisors, INC.
January 2015 - February 2021 · 6 yrs 1 mo
Securities America, INC.Broker
August 2014 - February 2021 · 6 yrs 6 mos
State Registrations1 state
OH
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.