# Salvini Financial Planning

> 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.

- CRD: 138087
- Filed as: SALVINI FINANCIAL PLANNING
- Legal name: Salvini, Brooke Alison
- Also doing business as: SALVINI FINANCIAL PLANNING
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: San Luis Obispo, CA
- Filing period: October 2026
- Form ADV filing dated: June 16, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/138087
- AdvisorCensus page: https://advisorcensus.com/firm/salvini-financial-planning-san-luis-obispo-ca-138087

## Quick answers

**How 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

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

### 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: $116,154,534
- Discretionary: $116,154,534
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 19 | $8,002,816 |
| High net worth individuals | 38 | $108,151,718 |

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

### Firm details
- Registered since: 2026 (0 years)
- Employees: 2 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, FL
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- [salvinifinancial.com](https://salvinifinancial.com)
- Facebook @salvini-financial-planning-249299358238

## Changes in the filing (last 12 months)

### July 2026
- Registered or notice-filed in FL.

### May 2026
- Newly registered with the SEC.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Salvini Financial Planning (CRD 138087): Form ADV filing data as of October 2026.