# Saltbox Financial LLC > Saltbox Financial LLC is an SEC-registered investment advisory firm in Portsmouth, NH, registered since 2026, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated July 2, 2026. - CRD: 130882 - Filed as: SALTBOX FINANCIAL LLC - Registration: SEC-registered investment adviser (status as filed: Approved) - Location: Portsmouth, NH - Filing period: October 2026 - Form ADV filing dated: July 2, 2026 - SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/130882 - AdvisorCensus page: https://advisorcensus.com/firm/saltbox-financial-llc-portsmouth-nh-130882 ## Quick answers **How is Saltbox Financial LLC compensated?** On its Form ADV (Item 5.E, October 2026), Saltbox Financial LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; other. **How much does Saltbox Financial LLC charge?** Its Form ADV Part 2A brochure dated July 2, 2026 states: Hourly rate: $360 an hour (Principal Advisor); Hourly rate: $300 an hour (Senior and Associate Advisor); Hourly rate: $240 an hour (Paraplanner); Hourly rate: $200 an hour (Planning Assistant); Flat fee: $500 to $5,000 (Financial Planning Services). Fees can differ by service and may be negotiable; the brochure is the complete statement. **Where is Saltbox Financial LLC located?** Saltbox Financial LLC's principal office is in Portsmouth, NH, according to its Form ADV. **Is Saltbox Financial LLC registered with the SEC or a state?** Saltbox Financial LLC is an SEC-registered investment advisory firm, registered since 2026. Status as filed: Approved. CRD 130882. **How much does Saltbox Financial LLC manage?** Saltbox Financial LLC reports $104,556,134 in regulatory assets under management in its Form ADV filing dated July 2, 2026 (98% discretionary). **What types of clients does Saltbox Financial LLC serve?** By number of clients on Form ADV Item 5.D: high net worth individuals (31); individuals (other than high net worth individuals) (19). **Which custodians does Saltbox Financial LLC use?** Saltbox Financial LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets. **Does Saltbox Financial LLC report any disciplinary disclosures?** Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/130882 **What changed in Saltbox Financial LLC's recent Form ADV filings?** In the September 2026 filing data: Newly registered with the SEC. ## From the Form ADV filing ### Compensation (Item 5.E) - A percentage of assets under your management - Hourly charges - Other ### Fees and minimums (Form ADV Part 2A brochure dated July 2, 2026) - Hourly rate: $360 an hour (Principal Advisor) > Hourly Fees: Clients are billed at the rate of: • Principal Advisor: $360 per hour - Hourly rate: $300 an hour (Senior and Associate Advisor) > • Senior and Associate Advisor: $300 per hour - Hourly rate: $240 an hour (Paraplanner) > • Paraplanner: $240 per hour - Hourly rate: $200 an hour (Planning Assistant) > • Planning Assistant: $200 per hour - Flat fee: $500 to $5,000 (Financial Planning Services) > Fixed Fees: Fees are based on the complexity of the client’s financial planning needs, but typically range between $500-$5,000. As stated in the firm's brochure. Fees can differ by service and may be negotiable. ### Custodians (Schedule D, Section 5.K(3)) - Charles Schwab & Co., Inc. Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian. ### Regulatory assets under management (Item 5.F) - Total: $104,556,134 - Discretionary: $102,356,927 - Non-discretionary: $2,199,207 ### Clients (Item 5.D) | Client type | Clients | Assets | | --- | --- | --- | | Individuals (other than high net worth individuals) | 19 | $8,028,929 | | High net worth individuals | 31 | $89,739,298 | | Banking or thrift institutions | Not reported | $0 | | Investment companies | Not reported | $0 | | Business development companies | Not reported | $0 | | Pooled investment vehicles (other than investment companies and business development companies) | Not reported | $0 | | Pension and profit sharing plans (but not the plan participants or government pension plans) | Not reported | $0 | | Charitable organizations | Fewer than 5 | $6,787,907 | | State or municipal government entities (including government pension plans) | Not reported | $0 | | Other investment advisers | Not reported | $0 | | Insurance companies | Not reported | $0 | | Sovereign wealth funds and foreign official institutions | Not reported | $0 | | Corporations or other businesses not listed above | Not reported | $0 | | Other | Not reported | $0 | ### Advisory services (Item 5.G) - Financial planning services - Portfolio management for individuals and/or small businesses - Selection of other advisers (including private fund managers) - Other ### Firm details - Registered since: 2026 (0 years) - Employees: 5 total, 3 performing advisory functions - Wrap fee program participation: No - States registered or notice-filed: ID, MA, NC, NH, TX - Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11. ### Websites listed on Form ADV (Item 1.I) - [saltboxfinancial.co](https://saltboxfinancial.co) - Facebook @saltboxfinancial - LinkedIn @saltboxfinancial ## Changes in the filing (last 12 months) ### September 2026 - Newly registered with the SEC. ## Source Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Saltbox Financial LLC (CRD 130882): Form ADV filing data as of October 2026.