Paul Parotti
Advisor at SLO Money Managers
Updated today
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
SLO Money Managers
Location
Atascadero, CA 93422
Credentials
CFP®, Series 66
Industry experience
18 years
About
Paul Parotti is a CFP® and holds a Series 66 license with 18 years of experience in the financial industry. He is currently with SLO Money Managers, where he has worked since 2024, following nine years at Money Managers, Inc. Outside of his advisory work, he maintains a relationship with Crump Insurance Services, selling life, disability, long-term care insurance, and fixed annuities. SLO Money Managers is a fee-only advisory firm serving individuals, employer retirement plans, charitable organizations, and businesses. The firm provides discretionary portfolio management and financial planning, employing both passive and active strategies and offering ESG portfolio options upon request. It also acts as a 3(38) investment manager for employer retirement plans, a fiduciary role uncommon among firms of its size.
Client services
Based on SLO Money Managers
Financial planning
Portfolio management
Pension consulting
Expertise
Based on SLO Money Managers
Business ownership considerations
Cash flow / budgeting
College savings (529s, UTMA, etc.)
Retirement income strategy
Fee options
Fixed fees for project-based financial planning range from $250 to $10,000; initial fee for ongoing financial planning up to $10,000.
$0+: up to 2.00% annually for Investment Management Services $0+: up to 2.00% annually for Retirement Plan Management
$250 per hour for project-based financial planning
Recurring fixed fee up to $10,000 per year for ongoing financial planning, paid semi-annually in arrears.
Fee-only: Fixed fees and hourly rates for financial planning services; fixed fees range from $250 to $10,000; hourly rate is $250/hour.
Location
4555 El Camino Real, Suite I
Atascadero, CA 93422
Most active in
Paul P has reported serving >5 clients in these states in the last 12 months.
California · Texas
Work history
SLO Money Managers
2024 - Present (2 years)
Money Managers, Inc.
2015 - 2024 (9 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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SLO Money Managers
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