A complete list of active advisors currently associated with Salcedo Financial Services

Warmer can help you find a great advisor at Salcedo Financial Services or one who fits your needs even better.

Salcedo Financial Services provides investment management, financial planning, and ad hoc consulting to individuals, families, trusts, small businesses, pension and profit-sharing plans, and other entity clients. The firm advises across traditional and alternative asset classes—including mutual funds, ETFs, equities, fixed income, private funds, treasuries, options, and REITs—and combines planning and portfolio management under its wealth-management offering. Investment advice is implemented through an asset-allocation-driven, discretionary process anchored by client-specific Investment Policy Statements and periodic reviews triggered by deposits, withdrawals, or changes in client circumstances. While the firm uses percentage-of-AUM billing like most peers, it also offers flat quarterly retainers and, unusually for an investment-manager peer group, explicit hourly and flat-fee arrangements for financial planning and certain consulting services. The ADV highlights several operational features that distinguish the firm: it reported zero assets under management as of the stated date and is organized around a single executive officer/owner, which may reflect an early-stage practice or an emphasis on planning and customized engagements rather than large pooled or institutional mandates. The firm also generally does not vote proxies, limits custody to independent custodians with fee-debit or compliant SLOA arrangements, and does not accept performance-based fees.

To learn more about the advisors currently working at Salcedo Financial Services, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.