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.
The firm advises individuals, high‑net‑worth clients, trusts, estates and businesses and manages roughly $239 million for about 193 client relationships with a three‑advisor team. It provides discretionary wealth and portfolio management together with comprehensive financial planning, and beginning in 2026 it also offers standalone investment management and standalone financial planning engagements. Portfolios are typically long‑term and grounded in fundamental analysis, implemented with low‑cost, diversified mutual funds and ETFs and supplemented by individual stocks, bonds, REITs or alternative positions when appropriate. The firm applies an internal due‑diligence process, may retain legacy holdings for tax or fit reasons, conducts regular account reviews, and frequently allocates portions of client assets to unaffiliated independent managers while overseeing those relationships. Noteworthy distinctions include the firm’s recent adoption of independent managers and a formal institutional platform relationship that provides research, software and support to the advisor team, which the brochure identifies as an economic benefit to the firm. The advisory persons also maintain broker‑dealer and insurance licenses and may receive separate commission‑based compensation in those capacities, a potential conflict the firm discloses alongside its stated fiduciary obligations.
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.
Name |
Location |
Years of experience |
|---|---|---|
Encinitas, CA
| 25
| |
Encinitas, CA
| 8
| |
Encinitas, CA
| 15
|
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