Saltmarsh Financial Advisors, LLC fees and pricing
Financial planner in Pensacola, Florida. Registered with the SEC.
According to its Form ADV Part 2A brochure dated March 19, 2026, Saltmarsh Financial Advisors, LLC charges $450 an hour and a flat or project fee of $5,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 19, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $450/hr
“Financial planning services are based on an hourly rate not to exceed $450 per hour and will be projected in the Agreement as a fixed fee that typically starts at $5,000 for a comprehensive financial plan.”
- Flat or project fee
- $5,000
From the same sentence as above.
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Saltmarsh Financial Advisors, LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Client has five (5) full business days after entering into an advisor agreement, whether oral or in writing, in which to cancel and obtain a full refund of advisory fees.”
- “Upon termination, the Company and/or Portfolio Manager(s) shall be paid their fee through the date of termination and any balance of the management fee not used shall be refunded on a pro-rata basis.”
- “The fees may be negotiable on a client-to-client basis.”
How Saltmarsh Financial Advisors, LLC’s fees compare
- Its hourly rate of $450 is above the Florida median of $288. 84% of the 372 other Florida planners that publish an hourly rate charge less.
- 6 of the 7 other planners in Pensacola that publish an hourly rate charge less.
- Its flat or project fee of $5,000 is above the Florida median of $4,900. 50% of the 320 other Florida planners that publish a flat or project fee charge less.
- 5 of the 5 other planners in Pensacola that publish a flat or project fee charge less.
About Saltmarsh Financial Advisors, LLC
“Business Focus Saltmarsh Financial Advisors, LLC, hereinafter referred to as “the Company”, is a “fee-only” registered investment advisor 1, established in 1995, that is engaged in the business of providing investment management and counsel through the development of personalized investment strategies.”
- Firm size: 6 employees.
- Credentials named in the brochure: CFP® and CFA.
- Founded: 1995 (31 years).
Planning areas mentioned in the brochure
- Business owners
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
- 1.5% a year
- Clients
- 219
- Employees
- 6
- Works with
- Individuals, high net worth individuals, pension and profit sharing plans, and businesses
- Services reported to regulators
- Financial planning and portfolio management for individuals and small businesses
- Assets managed
- $356,520,720
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported
- SEC CRD number
- 132248
- Phone
- (850) 435-8300
Can advise clients in 5 states: Alabama, Florida, Georgia, Louisiana, Texas
Other planners in Pensacola that publish fees
- Armada AdvisorsPensacola$175/hr
- Dna Wealth Management LLCPensacola$150/hr, $1,000-$2,000
- Financial Journey LLCPensacola$200/hr, $300-$2,500
- Guernsey Financial, LLCPensacola$500
- Kitchensink Financial Planning, LLCPensacola$450/hr, $250-$2,100/mo
- Southeastern Financial Planning, LLCPensacola$150/hr, $500-$2,000
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.