PlannerFees

Saltbox Financial LLC fees and pricing

Financial planner in Portsmouth, New Hampshire. Registered with the SEC.

According to its Form ADV Part 2A brochure dated July 2, 2026, Saltbox Financial LLC charges $360 an hour, a flat or project fee of $500⁠-⁠$5,000, and an annual fee of $12,000 for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed July 2, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate
$360/hr
“Principal Advisor: $360 per hour Page 7 of 31”
Flat or project fee
$500⁠-⁠$5,000
“Fees are based on the complexity of the client’s financial planning needs, but typically range between $500-$5,000.”
Annual fee
$12,000/yr
“Because this service includes both investment management and comprehensive financial planning, for clients with less than $1,000,000 in assets under our management, we typically charge a fixed annual fee of $12,000; in such cases, the client will automatically transition to the asset-based fee once assets reach…”

Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)

How Saltbox Financial LLC bills

Payment and refund terms, quoted from the fee section of the brochure.

  • “All cash flows (deposit into or withdrawals from an Page 6 of 31 account) will be prorated.”
  • “Saltbox Financial LLC will send each client an invoice reflecting the formula used to calculate the fee, the amount of assets under management on which the fee is calculated, and the time period covered by the fee.”
  • “Clients are encouraged to contact Saltbox Financial LLC with any questions or concerns about an invoice.”

How Saltbox Financial LLC’s fees compare

  • Its hourly rate of $360 is above the New Hampshire median of $275. 81% of the 52 other New Hampshire planners that publish an hourly rate charge less.
  • 8 of the 9 other planners in Portsmouth that publish an hourly rate charge less.
  • Its flat or project fee of $500-$5,000 is below the New Hampshire median of $5,400. 30% of the 37 other New Hampshire planners that publish a flat or project fee charge less.
  • 2 of the 6 other planners in Portsmouth that publish a flat or project fee charge less.
  • Its annual fee of $12,000 is above the New Hampshire median of $7,100. 71% of the 14 other New Hampshire planners that publish an annual fee charge less.
  • 2 of the 2 other planners in Portsmouth that publish an annual fee charge less.

About Saltbox Financial LLC

“Saltbox Financial LLC is a fee-only financial planning firm that specializes in providing financial planning and investment advisory services to individuals and families.”
From the firm's description of its advisory business in its Form ADV brochure.
  • Firm size: 5 employees.
  • Credentials named in the brochure: CFP®.
  • Founded: 1999 (27 years).

Planning areas mentioned in the brochure

  • Retirement planning
  • Tax planning
  • Estate planning
  • College planning
  • Insurance analysis
  • Cash flow and budgeting
  • Charitable giving

Firm details from Form ADV

How the firm is paid
Hourly fees, percentage of assets under management
Charges a % of assets
Yes
Highest asset based fee in brochure
1.2% a year
Minimum
$12,000 minimum fee (stated in brochure)
Clients
50
Employees
5
Works with
Individuals and high net worth individuals
Services reported to regulators
Financial planning, portfolio management for individuals and small businesses, selecting other advisers, and other services
Assets managed
$104,556,134
Registered with
U.S. Securities and Exchange Commission
Disciplinary disclosures
None reported
SEC CRD number
130882
Website
saltboxfinancial.co (opens in new tab)
Phone
(978) 572-2071

Can advise clients in 5 states: Idaho, Massachusetts, North Carolina, New Hampshire, Texas

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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.