Slalom Wealth Management, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$19,314,000
Clients
25
44% high-net worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
25
TypicalAverage account size
$772,560
About
Slalom Wealth Management, LLC is a single-advisor, state-registered independent advisory firm overseeing roughly $19.3 million for about 25 clients. The firm serves individuals (including high-net-worth clients), charitable organizations, other advisers, and corporations, offering individualized investment management, comprehensive financial planning, estate planning coordination, and retirement plan/pension consulting for employer plan sponsors.
Investment advice is built around client-specific investment policy statements and implemented primarily with passive vehicles such as index mutual funds and ETFs, supplemented by fundamental and cyclical analysis. The firm provides discretionary portfolio management, ongoing monitoring and periodic reviews, and can use third-party managers (TAMPs) when appropriate.
Compared with many solo independent advisers, the firm maintains a formal retirement plan and pension consulting practice that includes advisory services to plan sponsors and fiduciary responsibilities under ERISA, and it regularly offers educational seminars and speaking engagements — sometimes provided pro bono. The principal’s CFP® and CFA® credentials and a subscription-style comprehensive planning service with ongoing plan monitoring are additional features that are less common among peers.
Client services
Financial planning
Portfolio management
Pension consulting
Selection of other advisers
Educational seminars or workshops
Expertise
General retirement planning
Cash flow / budgeting
College savings (529s, UTMA, etc.)
Business ownership considerations
General estate planning guidance
Fee options
Financial Planning fixed fees ranging from $2,500 to $10,000; Estate Planning Coordination fees $750 - $1,500; Retirement Plan Consulting one-time flat fees $500 - $25,000; Educational seminars fees up to $10,000 per seminar or $100 per participant
$0 - $1,000,000: 1.00% $1,000,001 - $3,000,000: 0.80% $3,000,001 - $5,000,000: 0.65% $5,000,001+: Negotiable
Financial Planning hourly rate of $350 per hour; Retirement Plan Consulting hourly rate of $300 per hour
Account minimum: $100,000 Minimum fee: Minimum annual fee of $5,000, billed $1,250 each quarter Fee-only: Financial planning fees offered as fixed fees ($2,500-$10,000), hourly fees ($350/hour), and comprehensive planning with upfront fee ($2,500-$5,000) plus monthly ongoing fees ($150-$1,000/month)
Main office location
Slalom Wealth Management, LLC
836 57 Th St, Suite 457
Sacramento CA 95819, United States
Number of offices
1
Most active in
Slalom Wealth Management, LLC has reported serving >5 clients in these states in the last 12 months.
California
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
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:
-
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.
Forms ADV
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