Salida Financial Advice and Planning (SFAPLLC) offers financial planning, investment advice, cash flow planning, insurance review, estate planning review, income tax plan preparation, and income tax return preparation and filing. SFAPLLC generally limits its investment advice to mutual funds, fixed income securities, real estate funds, insurance products including annuities, equities, ETFs, treasury inflation protected/inflation linked bonds, commodities and non-U.S. securities. SFAPLLC will tailor a program for each individual client.
Assets Under Management$14M
Clients21
Advisors1
Avg. per Client$670K
Avg. per Advisor$14M
Fee Structure
- Full Service Financial Planning: $4,000 to $15,000, negotiable.
- Project Limited Financial Planning: $1,000 to $10,000, negotiable. This may include financial planning, cash flow planning, insurance review, estate planning review, income tax plan preparation, and income tax return preparation and filing.
One-Time Plan:$1,000 - $15,000
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