Slo Money Managers fees and pricing
Financial planner in Atascadero, California. Registered with the SEC.
According to its Form ADV Part 2A brochure dated January 23, 2026, Slo Money Managers charges $250 an hour and a flat or project fee of $250-$10,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed January 23, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $250/hr
“Our hourly rate is $250 and we may request a portion of the fee be collected in advance with the remainder due upon completion of the services.”
- Flat or project fee
- $250-$10,000
“Fixed fee rates range between $250 to $10,000 and are payable in advance.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Slo Money Managers bills
Payment and refund terms, quoted from the fee section of the brochure.
- “The annual advisory fee is paid quarterly in advance based on the value of Client’s account(s) as of the first day of the billing period.”
- “Our advisory fee is prorated for any partial billing periods occurring during the engagement, including the initial and terminating billing periods.”
- “Fees are negotiable and the final agreed upon fee will be outlined in your Advisory Contract.”
How Slo Money Managers’ fees compare
- Its hourly rate of $250 is below the California median of $300. 19% of the 932 other California planners that publish an hourly rate charge less.
- 2 of the 2 other planners in Atascadero that publish an hourly rate charge less.
- Its flat or project fee of $250-$10,000 spans the California median of $5,000. 53% of the 796 other California planners that publish a flat or project fee charge less.
About Slo Money Managers
“We offer wealth management services, investment management services, financial planning services, and retirement plan management.”
- Principal: Paul A. Parotti
- Firm size: 2 employees.
- Founded: 2015 (11 years).
Planning areas mentioned in the brochure
- Retirement planning
- Estate planning
- Business owners
- 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
- 2% a year
- Clients
- 140
- Employees
- 2
- Works with
- Individuals, high net worth individuals, pension and profit sharing plans, and businesses
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, and pension consulting
- Assets managed
- $164,699,635
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported
- SEC CRD number
- 331617
- Phone
- (805) 460-7232
Can advise clients in 2 states: California, Texas
Other planners in Atascadero that publish fees
- Altus Wealth SolutionsAtascadero$240/hr, $200-$3,600/mo
- Kobata FinancialAtascadero$125/hr, $250-$2,500
- 10/28 Wealth Management LLCOceanside$300/hr, $500-$10,000
- 360DividendsGranite Bay$300/hr, $2,500-$10,000
- 3D Holistic WealthIrvine$300/hr, $1,500-$10,000
- 401 FinancialSan Diego$250/hr, $500
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.