{
  "crd_number": 138087,
  "slug": "salvini-financial-planning-san-luis-obispo-ca-138087",
  "primary_business_name": "SALVINI FINANCIAL PLANNING",
  "legal_name": "SALVINI, BROOKE ALISON",
  "dbas": [
    "SALVINI FINANCIAL PLANNING"
  ],
  "city": "San Luis Obispo",
  "state": "CA",
  "country": "United States",
  "cbsa_code": "42020",
  "metro": {
    "cbsa_code": "42020",
    "common_name": "San Luis Obispo",
    "msa_name": "San Luis Obispo-Paso Robles, CA",
    "path": "/advisors/ca/san-luis-obispo"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2026-04-23",
  "years_registered": 0,
  "period": "2026-10-01",
  "filing_date": "2026-06-16",
  "carried_forward": false,
  "raum_total": 116154534.0,
  "raum_discretionary": 116154534.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "100m_500m",
  "raum_band_label": "$100 million to $500 million",
  "total_employees": 2,
  "advisory_employees": 1,
  "client_count_bucket": null,
  "clients_by_type": {
    "individuals": {
      "raum": 8002816.0,
      "count": 19
    },
    "high_net_worth_individuals": {
      "raum": 108151718.0,
      "count": 38
    }
  },
  "compensation_types": [
    "fixed",
    "hourly"
  ],
  "advisory_activities": [
    "financial_planning",
    "portfolio_management_individuals"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "CA",
    "FL"
  ],
  "websites": [
    "https://facebook.com/salvini-financial-planning-249299358238",
    "https://salvinifinancial.com"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/138087",
  "city_as_filed": "SAN LUIS OBISPO",
  "url": "https://advisorcensus.com/firm/salvini-financial-planning-san-luis-obispo-ca-138087",
  "display_name": "Salvini Financial Planning",
  "summary": "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.",
  "citation": "AdvisorCensus. Salvini Financial Planning (CRD 138087): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "Hourly charges",
    "Fixed fees (other than subscription fees)"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses"
  ],
  "quick_answers": [
    {
      "q": "How is Salvini Financial Planning compensated?",
      "a": "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."
    },
    {
      "q": "Where is Salvini Financial Planning located?",
      "a": "Salvini Financial Planning's principal office is in San Luis Obispo, CA, according to its Form ADV."
    },
    {
      "q": "Is Salvini Financial Planning registered with the SEC or a state?",
      "a": "Salvini Financial Planning is an SEC-registered investment advisory firm, registered since 2026. Status as filed: Approved. CRD 138087."
    },
    {
      "q": "How much does Salvini Financial Planning manage?",
      "a": "Salvini Financial Planning reports $116,154,534 in regulatory assets under management in its Form ADV filing dated June 16, 2026 (100% discretionary)."
    },
    {
      "q": "What types of clients does Salvini Financial Planning serve?",
      "a": "By number of clients on Form ADV Item 5.D: high net worth individuals (38); individuals (other than high net worth individuals) (19)."
    },
    {
      "q": "Which custodians does Salvini Financial Planning use?",
      "a": "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."
    },
    {
      "q": "Does Salvini Financial Planning report any disciplinary disclosures?",
      "a": "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"
    },
    {
      "q": "What changed in Salvini Financial Planning's recent Form ADV filings?",
      "a": "In the July 2026 filing data: Registered or notice-filed in FL."
    }
  ],
  "filing_history": [],
  "recent_changes": [
    {
      "period": "2026-07-01",
      "period_label": "July 2026",
      "notes": [
        "Registered or notice-filed in FL."
      ]
    },
    {
      "period": "2026-05-01",
      "period_label": "May 2026",
      "notes": [
        "Newly registered with the SEC."
      ]
    }
  ],
  "fees_from_brochure": null,
  "custodians": [
    {
      "name": "Charles Schwab & Co., Inc.",
      "name_as_filed": "CHARLES SCHWAB & CO., INC.",
      "affiliated": false
    }
  ],
  "custodians_note": "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.",
  "markdown_url": "https://advisorcensus.com/firm/salvini-financial-planning-san-luis-obispo-ca-138087.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 19,
      "fewer_than_5": false,
      "raum": 8002816.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 38,
      "fewer_than_5": false,
      "raum": 108151718.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/138087",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}