Salida Financial Advice and Planning
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Salida Financial Advice and Planning provides full-service and project-based financial planning and investment advice to individuals, high-net-worth clients, and charitable organizations. Services described in the brochure include investment implementation, cash flow planning, insurance and estate-planning review, and income tax planning and preparation.
The firm tailors an investment program for each client, creating Investment Policy Statements and using model allocations alongside individualized recommendations informed by fundamental analysis, modern portfolio theory, and quantitative methods with a long-term orientation. All advisory relationships are non-discretionary, so clients retain final trading authority and may impose documented investment restrictions that the firm will accommodate or, if necessary, decline to service.
Noteworthy aspects include that the firm explicitly serves charitable organizations (a relatively uncommon client type for peers) and reports only non-discretionary assets under management (approximately $16.28 million). The brochure also highlights the use of fixed financial-planning fees rather than percentage-of-AUM billing and participation in an institutional custodian program (Charles Schwab), with disclosure that custodial research or “soft dollar” benefits may be received.
Client services
Expertise
Fee options
Fee-only: Full Service Financial Planning: fixed fee between $4,000 and $15,000; Project Limited Financial Planning: fixed fee between $1,000 and $10,000; fees are negotiable
Main office
123 G Street
Salida CO 81201
Advisors at this office
1
Most active in
Colorado · Texas
Also doing business as
Salida Financial Advice And Planning · Salida Financial Advice And Planning LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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