# Salida Financial Advice and Planning

> Salida Financial Advice and Planning is a state-registered investment advisory firm in Salida, CO, registered since 2021, reporting under $25 million in regulatory assets under management in its Form ADV filing dated May 6, 2026.

- CRD: 317464
- Filed as: SALIDA FINANCIAL ADVICE AND PLANNING
- Legal name: Salida Financial Advice and Planning LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Salida, CO
- Filing period: October 2026
- Form ADV filing dated: May 6, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/317464
- AdvisorCensus page: https://advisorcensus.com/firm/salida-financial-advice-and-planning-salida-co-317464

## Quick answers

**How is Salida Financial Advice and Planning compensated?**
On its Form ADV (Item 5.E, October 2026), Salida Financial Advice and Planning reports these compensation arrangements: fixed fees (other than subscription fees).

**Where is Salida Financial Advice and Planning located?**
Salida Financial Advice and Planning's principal office is in Salida, CO, according to its Form ADV.

**Is Salida Financial Advice and Planning registered with the SEC or a state?**
Salida Financial Advice and Planning is a state-registered investment advisory firm, registered since 2021. Status as filed: APPROVED. CRD 317464.

**How much does Salida Financial Advice and Planning manage?**
Salida Financial Advice and Planning reports $16,280,000 in regulatory assets under management in its Form ADV filing dated May 6, 2026 (0% discretionary).

**What types of clients does Salida Financial Advice and Planning serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (20).

**Does Salida Financial Advice and Planning report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/317464

## From the Form ADV filing

### Compensation (Item 5.E)
- Fixed fees (other than subscription fees)

### Regulatory assets under management (Item 5.F)
- Total: $16,280,000
- Discretionary: $0
- Non-discretionary: $16,280,000

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 20 | $15,000,000 |
| High net worth individuals | 0 | Not reported |
| Banking or thrift institutions | 0 | Not reported |
| Investment companies | 0 | Not reported |
| Business development companies | 0 | Not reported |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | Not reported |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 0 | Not reported |
| Charitable organizations | Fewer than 5 | $1,280,000 |
| State or municipal government entities (including government pension plans) | 0 | Not reported |
| Other investment advisers | 0 | Not reported |
| Insurance companies | 0 | Not reported |
| Sovereign wealth funds and foreign official institutions | 0 | Not reported |
| Corporations or other businesses not listed above | 0 | Not reported |
| Other | 0 | Not reported |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2021 (4 years)
- Employees: 0 total, 0 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CO
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- salidafinancial.com

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Salida Financial Advice and Planning (CRD 317464): Form ADV filing data as of October 2026.