KB

Kamerynn Alisa Bonn

3 Years of Experience

Firm Information

Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
6 advisors
Number of Clients
52 clients
Average Client Portfolio
$1.6M average
Assets Under Management
$84.9M

Fee Structure

Minimum Investment:$500K
Financial Planning:Included in AUM fee
Financial Plan Fee:$500 - $5,000
Hourly Rate:$275 - $350/hr

Saltbox Financial LLC offers financial planning services on an hourly basis ($350/hour for the Principal Advisor, $275/hour for an Associate Advisor) or a fixed fee basis ($500-$5,000). Comprehensive Wealth Management clients pay an annual fee based on a percentage of their assets under management. Tax preparation services are available for an additional fee, starting at $500. The firm requires a minimum of $500,000 in investable assets for comprehensive wealth management services.

Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningCharitable GivingTax Planning
Loading...

Advisor Information

Office location

Greensboro, NC

Get directions
Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Learn about disclosures →
Employment History
Current Registrations
Saltbox Financial LLC
February 2025 - Present · 11 mos
Previous Registrations
Cetera Investment Advisers LLC
June 2023 - December 2024 · 1 yr 6 mos
Cetera Advisor Networks LLC
August 2022 - June 2023 · 10 mos
Cetera Advisor Networks LLCBroker
February 2022 - December 2024 · 2 yrs 10 mos
State Registrations2 states
MANC
Advisor
Exams
No exam information available for this advisor.