A complete list of active advisors currently associated with Slater Tompkins Legacy, LLC
Warmer can help you find a great advisor at Slater Tompkins Legacy, LLC or one who fits your needs even better.
Slater-Tompkins Legacy, LLC is a newly established, fee-only advisory firm that provides comprehensive financial planning and non-discretionary portfolio management services to individuals and families. In addition to individualized planning and portfolio guidance, the firm may present educational seminars and webinars for general informational purposes. The firm follows a goals-based, comprehensive planning methodology that incorporates retirement projections, cash flow analysis, tax coordination, and asset allocation guidance, while clients retain final decision-making authority. Accounts and plans are reviewed at least annually and more frequently when clients experience material changes or request updates. Compared with peers in its category, the firm combines several statistically uncommon features: it offers both fixed-fee and hourly billing arrangements and provides formal financial planning and individual portfolio management despite reporting no assets under management or active registered advisors at the time of filing. The firm does not act as a private fund adviser, does not take custody of client assets, and permits client-directed brokerage and reasonable client-imposed investment restrictions.
To learn more about the advisors currently working at Slater Tompkins Legacy, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Santa Rosa, CA
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