Sloy, Dahl & Holst, LLC fees and pricing

Financial planner in Vancouver, Washington. Registered with the SEC.

According to its Form ADV Part 2A brochure dated May 6, 2026, Sloy, Dahl & Holst, LLC charges $350 an hour for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed May 6, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate: $350/hr; “Alta Trust receives 6 basis point on both Class 1 and Class 2 for their services. 7 Financial Consulting Services We charge an hourly fee of $350 for advisory consulting services.”

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

“Our advisory fee is negotiable, depending on individual client circumstances.”
“The Service Fee is payable quarterly in advance, and the Performance Fee will be payable quarterly in arrears.”
“Payment by check due upon receipt of invoice.”

Its hourly rate of $350 is above the Washington median of $300. 69% of the 216 other Washington planners that publish an hourly rate charge less.
4 of the 9 other planners in Vancouver that publish an hourly rate charge less.

How the firm is paid: Hourly fees, percentage of assets under management, performance based fees
Charges a % of assets: Yes
Highest asset based fee in brochure: 2% a year
Clients: 448
Employees: 6
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, portfolio management for businesses and institutions, and other services
Assets managed: $1,803,508,185
Registered with: U.S. Securities and Exchange Commission
Disciplinary disclosures: None reported
SEC CRD number: 110102
Website: linkedin.com/company/3150529/admin (opens in new tab)
Phone: (503) 248-9800

Is something on this page wrong or out of date?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.