Salus Financial Advisors
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Salus Financial Advisors provides wealth management, investment management, financial planning, and retirement plan advisory services to individuals, high net worth clients, families, trusts, estates, charitable organizations, businesses and retirement plans. The firm manages $262,614,043 in client assets, serves roughly 365 clients with a five-advisor team, and describes its services in its Form ADV and on its website.
SFA acts as a fiduciary and delivers customized, primarily long-term investment strategies implemented on a discretionary basis, while also buying, selling, or reallocating positions as market conditions or client goals require. Portfolios are constructed using ETFs, individual equities, fixed income, options, alternative investments and structured products, and the firm may engage unaffiliated independent managers or third‑party access platforms to manage all or portions of client accounts.
Compared with many peer teams, SFA operates from multiple offices (the brochure lists Colorado Springs and a Denver mailing address and the firm reports six offices) and discloses institutional platform relationships with Fidelity and SEI that provide access to trading, reporting and support services. The firm’s public materials and disclosures also indicate use of client-facing marketing (including published performance information and testimonials) and note practices such as limited custody (fee deduction only) and a stated cap on combined advisor/independent-manager fees.
Client services
Expertise
Fee options
Financial planning fixed project fees typically range from $2,500 to $5,000
0.50% to 1.25% annually (variable based on factors including asset level, complexity, reporting requirements)
Ongoing financial planning engagements offered at fixed annual fees ranging from $1,800 to $6,000 billed monthly
Fee-only: Wealth management fees range from 0.50% to 1.25% annually; financial planning fees either included in wealth management fee or charged as fixed project fees ($2,500 to $5,000) or ongoing annual retainer fees ($1,800 to $6,000 billed monthly)
Main office
See officeColorado Springs CO
Advisors at this office
1
Offices (5)
Most active in
Arizona · California · Colorado · Florida · Illinois · Minnesota · Missouri · Nebraska · North Dakota · Pennsylvania · Texas · Wisconsin · Wyoming
Also doing business as
Salus Financial Advisors · Salus Financial Advisors, 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.
Quick links
Advisors at this firm
Jacob A
Series 63, Series 65
Casper, WY
Salus Financial Advisors
Jacob Allen is a financial advisor at Salus Financial Advisors with two years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at CorePath Wealth Partners and Charles Schwab & Co., Inc. before joining his current firm. Salus Financial Advisors provides wealth management, investment management, financial planning, and retirement plan advisory services to a diverse client base including individuals, families, trusts, estates, charitable organizations, and businesses. The firm manages over $262 million in assets with a five-advisor team, offering primarily long-term, discretionary investment strategies through a variety of instruments and third-party managers.
Max J
Series 65
Denver, CO
Salus Financial Advisors
Max Jelle is a financial advisor at Salus Financial Advisors in Colorado Springs, CO, holding a Series 65 designation with two years of industry experience. Prior to joining Salus Financial Advisors, he worked at Corepath Wealth Partners and served 11 years in the U.S. Air Force. He is also involved in insurance sales and servicing, dedicating approximately 10 percent of his time to this activity. Salus Financial Advisors is a registered investment adviser serving individuals, families, trusts, charitable organizations, businesses, and retirement plans. The firm offers wealth management, financial planning, discretionary portfolio management, and retirement-plan advisory services with a focus on customized, fiduciary-driven portfolios and long-term investment strategies.
Colin S
Series 63, Series 65
Scottsdale, AZ
Salus Financial Advisors
Colin Shepherd is a financial advisor at Salus Financial Advisors with 10 years of industry experience. He has held positions at Corepath Wealth Partners and North Star Resource Group prior to joining Salus Financial Advisors. He holds Series 63 and Series 65 licenses. Salus Financial Advisors is a registered investment adviser serving individuals, high-net-worth clients, families, trusts, estates, charitable organizations, businesses, and retirement plans. The firm offers wealth management, financial planning, discretionary portfolio management, and retirement-plan advisory services with a focus on customized, fiduciary-driven portfolio construction and long-term investment strategies.
Richard S
CFP®, Series 63
Colorado Springs, CO
Salus Financial Advisors
Richard Schultenover is a CFP® with 25 years of industry experience. He is currently with Salus Financial Advisors, where he has worked since 2024. His prior experience includes roles at CorePath Wealth Partners LLC and Securian Financial Services. He is also a licensed insurance agent involved in insurance sales and the implementation of insurance recommendations. Salus Financial Advisors is a registered investment adviser serving individuals, high-net-worth clients, families, trusts, charitable organizations, businesses, and retirement plans. The firm provides wealth management, financial planning, discretionary portfolio management, and retirement-plan advisory services, emphasizing customized, fiduciary-driven portfolio construction with a long-term investment orientation.
Jesse K
Series 63, Series 66
Minneapolis, MN
Salus Financial Advisors
Jesse Karich is a financial advisor with Salus Financial Advisors in Minneapolis, MN, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. His career includes significant tenure with North Star Consultants Inc., CRI Securities, and Securian Financial Services Inc. prior to joining Salus Financial Advisors. Salus Financial Advisors is a five-advisor team serving approximately 365 clients with a focus on wealth management, investment management, financial planning, and retirement plan advisory services. The firm employs a fiduciary approach, offering customized, primarily long-term investment strategies across a range of asset classes, and leverages institutional platform relationships to support client portfolios.
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