Advisor at SLO Money Managers
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Firm
SLO Money Managers
Location
Atascadero, CA 93422
Credentials
Series 65
Industry experience
3 years
Sarah Anderson is a financial advisor at SLO Money Managers with three years of industry experience. She holds a Series 65 designation and previously worked at Money Managers, Inc., Firestone Walker Brewing Company, and Santa Cruz Biotechnology, Inc. SLO Money Managers is a small, fee-only advisory firm serving individuals, employer retirement plans, charitable organizations, and businesses. The firm manages client portfolios using a combination of passive and active strategies guided by modern portfolio theory and provides both ongoing and project-based financial planning, including options for socially responsible investing.
Based on SLO Money Managers
Based on SLO Money Managers
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.
4555 El Camino Real, Suite I
Atascadero, CA 93422
California
SLO Money Managers
2024 - Present (2 years)
Money Managers, Inc.
2022 - 2024 (2 years)
Firestone Walker Brewing Company
2016 - 2022 (6 years)
Santa Cruz Biotechnology, Inc.
2006 - 2017 (11 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 63, Series 65
Paso Robles, CA
OakLeaf Asset Advisors
CFP®
Atascadero, CA
Altus Wealth Solutions
Series 63, Series 65
Paso Robles, CA
J. Dyhr Capital
Series 63
Atascadero, CA
De Mayo Financial
CFP®, Series 66
Atascadero, CA
Hewell Financial Group, Inc.
CFP®, Series 66
Atascadero, CA
SLO Money Managers
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