A complete list of active advisors currently associated with Salient Wealth Planning

Warmer can help you find a great advisor at Salient Wealth Planning or one who fits your needs even better.

Salient Wealth Planning is an SEC-registered advisory firm that provides discretionary investment management and financial planning to individuals, high-net-worth clients, trusts, estates, and businesses. The firm manages roughly $239 million across about 193 client relationships through a three-advisor team and offers portfolio management alongside written and ad-hoc financial planning engagements. The firm generally pursues a long-term, fundamental-analysis approach and constructs diversified portfolios using low-cost mutual funds and ETFs, while permitting individual stocks, bonds, REITs, or legacy positions when appropriate for tax or fit. Salient also recommends and oversees unaffiliated independent managers for portions of client portfolios and maintains an institutional platform relationship that supplies custody, trade execution, and research support. Distinctive elements include a relatively small, credentialed advisory team managing a large asset base (about $80 million per advisor) and a stated minimum relationship size of $500,000, together with fixed-fee planning engagements that may be billed in advance. Advisors also maintain broker‑dealer and insurance licenses and the firm discloses receipt of platform and research benefits from its custodian; these affiliations and potential conflicts are documented in the firm’s disclosures and code of ethics.

To learn more about the advisors currently working at Salient Wealth Planning, 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.