AdvisorCensus / Financial advisors / California / San Luis Obispo / Salvini Financial Planning
Salvini Financial Planning
Filed as SALVINI FINANCIAL PLANNING · Legal name Salvini, Brooke Alison
Salvini Financial Planning is an SEC-registered investment advisory firm in San Luis Obispo, CA, registered since 2026, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated June 16, 2026.
Quick answers
From the filingHow is Salvini Financial Planning compensated?
On its Form ADV (Item 5.E, October 2026), Salvini Financial Planning reports these compensation arrangements: hourly charges; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure.
Where is Salvini Financial Planning located?
Salvini Financial Planning's principal office is in San Luis Obispo, CA, according to its Form ADV.
Is Salvini Financial Planning registered with the SEC or a state?
Salvini Financial Planning is an SEC-registered investment advisory firm, registered since 2026. Status as filed: Approved. CRD 138087.
How much does Salvini Financial Planning manage?
Salvini Financial Planning reports $116,154,534 in regulatory assets under management in its Form ADV filing dated June 16, 2026 (100% discretionary).
What types of clients does Salvini Financial Planning serve?
By number of clients on Form ADV Item 5.D: high net worth individuals (38); individuals (other than high net worth individuals) (19).
Which custodians does Salvini Financial Planning use?
Salvini Financial Planning'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 Salvini Financial Planning 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/138087
What changed in Salvini Financial Planning's recent Form ADV filings?
In the July 2026 filing data: Registered or notice-filed in FL.
From the Form ADV filing
Every figure below is as the firm filed it with regulators, as of October 2026.
How the firm is compensated
Item 5.E- Hourly charges
- Fixed fees (other than subscription fees)
Item 5.E lists how the firm is compensated for its advice; Items 5.B, 6.A, and 7.A show whether its people or related companies can also earn commissions. Percentage of assets, fixed, hourly, subscription, and performance-based fees come from clients (a performance-based fee depends on investment results); commissions come with a sale or a trade, often from the company behind the product. How fees, commissions, and other arrangements differ
Regulatory assets under management
Item 5.F$116,154,534 as of October 2026, filing dated June 16, 2026.
A measure of scale, not skill or returns. Discretionary means the firm decides trades; non-discretionary means clients approve each one. What assets under management means
Who the firm serves
Item 5.DA firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.
Advisory services
Item 5.G- Financial planning services
- Portfolio management for individuals and/or small businesses
Registration and firm details
Items 1, 2, 5- Legal name
- Salvini, Brooke Alison
- Also doing business as
- SALVINI FINANCIAL PLANNING
- Registration
- SEC-registered investment adviser. Status as filed: Approved.
- Registered since
- 2026 (0 years)
- Employees
- Total: 2. Performing investment advisory functions: 1.
- Wrap fee program participation
- No.
- Custodians (Schedule D, Section 5.K(3))
-
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.
- States registered or notice-filed
-
2 states or jurisdictions
SEC-registered investment advisers are examined by the SEC. SEC, state, and exempt registration
Disclosures
Item 11None Reports no disclosure items on Form ADV Item 11. View on IAPD.
Item 11 asks about criminal, regulatory, and civil events involving the firm and its advisory personnel. The detail of each yes answer is on the IAPD record. Reading a firm's disclosures
Changes in the filing
Last 12 months- July 2026
- Registered or notice-filed in FL.
- May 2026
- Newly registered with the SEC.
Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.
Websites listed on Form ADV
Item 1.ISource: Form ADV, as of October 2026. Values appear as filed; a value the firm did not report is shown as "Not reported."
Cite this page
AdvisorCensus. Salvini Financial Planning (CRD 138087): Form ADV filing data as of October 2026. https://advisorcensus.com/firm/salvini-financial-planning-san-luis-obispo-ca-138087