Slalom Wealth Management, LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed July 27, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$350/hr

“Upon termination, the half of the fee that is due up front will be non-refundable, and no further fees will be charged. 8 Hourly Financial Planning Fee Financial Planning fee is an hourly rate of $350 per hour.”

Flat or project fee

$2,500⁠-⁠$5,000

“Comprehensive Financial Planning Comprehensive Financial Planning consists of an upfront charge of $2,500 - $5,000 based on complexity and needs of the client, and an ongoing fee that is paid monthly, in advance, at the rate of $150 - $1,000 per month based on complexity and needs of the client.”

Monthly fee

$150⁠-⁠$1,000/mo

From the same sentence as above.

Annual fee

$5,000/yr

“The minimum annual fee is $5,000, billed $1.250 each quarter.”

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

How Slalom Wealth Management, LLC bills

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

• “The fee may be negotiable in certain cases.”
• “Fees for this service may be paid by electronic funds transfer or check.”
• “Upon termination of the agreement, the fee will be prorated and any unearned fee will be refunded to the client.”

How Slalom Wealth Management, LLC’s fees compare

• Its hourly rate of $350 is above the California median of $300. 58% of the 932 other California planners that publish an hourly rate charge less.
• 7 of the 10 other planners in Sacramento that publish an hourly rate charge less.
• Its flat or project fee of $2,500-$5,000 is below the California median of $5,000. 42% of the 796 other California planners that publish a flat or project fee charge less.
• 7 of the 12 other planners in Sacramento that publish a flat or project fee charge less.
• Its annual fee of $5,000 is below the California median of $6,250. 33% of the 224 other California planners that publish an annual fee charge less.
• 1 of the 2 other planners in Sacramento that publish an annual fee charge less.

About Slalom Wealth Management, LLC

• Principal: Anthony Matheson
• Solo practice: one person runs the firm, so you work directly with the planner.
• Credentials named in the brochure: CFP® and CFA.
• Registered as an adviser: 2018 (8 years).

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

Minimum

$5,000 minimum fee (stated in brochure)

Clients

25

Employees

1

Works with

Individuals and high net worth individuals

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, pension consulting, selecting other advisers, and educational seminars and workshops

Assets managed

$19,314,000

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

292207

Website

slalomwealth.com (opens in new tab)

Phone

(916) 999-4854

Other planners in Sacramento that publish fees

• Baluden FinancialSacramento$1,500⁠-⁠$2,400
• Boyd Wealth Management, LLCSacramento$5,000, $20,000/yr
• Burge FinancialSacramento$300/hr
• Deeringer Wealth Management, LLCSacramento$300⁠-⁠$350/hr, $2,000
• Endeavor Financial PlanningSacramento$300/hr, $3,000⁠-⁠$5,000/yr
• Financial ClientSacramento$299/mo

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