Salcedo Financial Services fees and pricing
Financial planner in Mckeesport, Pennsylvania. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated April 28, 2022, Salcedo Financial Services charges $150 an hour, a flat or project fee of $2,000, and a quarterly fee of $2,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed April 28, 2022. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $150/hr
“Hourly fees are charged at a rate of $150 per planner-hour, including meeting time and preparation time (“Hourly Fee”).”
- Flat or project fee
- $2,000
“Clients pay a flat fee of $2,000 and make a deposit against the fee of ½ of the fee.”
- Quarterly fee
- $2,000/qtr
“Clients pay a flat quarterly retainer fee (“Flat Quarterly Retainer”) in an amount of $2,000.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Salcedo Financial Services bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Such restrictions must be communicated to the Firm in advance and documented in writing.”
- “Other Consulting Services 5 Other Consulting Services include financial advice and/or analysis of a specific client objective or situation, as defined and agreed on by a client and the Firm in advance.”
- “The Flat Quarterly Retainer is billed quarterly in advance. b.”
How Salcedo Financial Services’ fees compare
- Its hourly rate of $150 is below the Pennsylvania median of $250. 7% of the 267 other Pennsylvania planners that publish an hourly rate charge less.
- Its flat or project fee of $2,000 is below the Pennsylvania median of $3,650. 30% of the 232 other Pennsylvania planners that publish a flat or project fee charge less.
About Salcedo Financial Services
“Offered Salcedo Financial Services provides two types of advisory services: Financial Planning Services and Investment Management Services.”
- Principal: Matthew Salcedo
- Solo practice: one person runs the firm, so you work directly with the planner.
- Founded: 2021 (5 years).
Planning areas mentioned in the brochure
- Retirement planning
- Tax planning
- Estate planning
- College planning
- Business owners
- Insurance analysis
- Cash flow and budgeting
Firm details from Form ADV
- How the firm is paid
- Hourly fees, fixed or flat fees, percentage of assets under management
- Charges a % of assets
- Yes
- Highest asset based fee in brochure
- 1% a year
- Employees
- 1
- Services reported to regulators
- Financial planning and portfolio management for individuals and small businesses
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 318439
- Phone
- (412) 926-5017
Other planners in Pennsylvania that publish fees
- 100 Plus PlanningCenter Valley$1,000-$6,000
- 10TH Street CapitalPhiladelphia$300/hr, $3,000-$20,000
- 2ND Story Wealth PlannersPlymouth Meeting$400/hr, $3,000-$6,000
- 80 West Asset Management, LLCPittsburgh$250/hr, $2,000/yr
- A Better Way Financial, LLCAllentown$500-$2,399/yr
- A. Neff Associates LLCPittsburgh$150/hr
Is something on this page wrong or out of date? Email corrections@plannerfees.com and PlannerFees will check it against the firm's latest filing.