Fort Walton Beach, FL Office
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Slagle Financial, LLC
Team
Firm-wide stats for Slagle Financial, LLC
About
Slagle Financial provides ongoing investment supervisory services and financial planning to individuals, families, and business clients, offering both discretionary portfolio management and standalone planning engagements. The firm tailors services to each client’s goals, time horizon, and risk tolerance and may implement portfolios internally or by recommending third‑party managers.
The firm’s stated investment approach emphasizes globally diversified portfolios in line with modern portfolio theory, with a preference for index mutual funds and ETFs and asset allocations documented in investment policy statements. For some clients Slagle Financial recommends third‑party managers (with ongoing oversight) and generally seeks discretionary authority to implement and rebalance client accounts.
Distinctive disclosures in the brochure include that the firm reports no legal or disciplinary events and that the firm’s owner has insurance‑industry affiliations and may receive commissions or other incentive compensation, which the brochure identifies as a potential conflict of interest. The brochure also notes that planning fees are structured so that financial planning clients who become investment management clients receive credits or waivers and that the firm may share fees with recommended third‑party managers — features clients may want to review when comparing advisors.
Based on Slagle Financial, LLC
Expertise
Based on Slagle Financial, LLC
Location
501 Mary Esther Cutoff NW, Suite 6
Fort Walton Beach FL 32548
Advisors at this office
3
Advisors at this office
Hannah S
Series 65
Fort Walton Beach, FL
Slagle Financial, LLC
Hannah Smith is a financial advisor at Slagle Financial, LLC with over 11 years of industry experience. She holds the Series 65 designation and previously worked at Cherry Wealth Advisors from 2015 to 2023 before joining Slagle Financial. Slagle Financial provides investment supervisory services and financial planning to individuals, families, and business clients. The firm focuses on globally diversified portfolios aligned with modern portfolio theory, often using index mutual funds and ETFs, and offers both discretionary management and third-party manager recommendations.
Antonio P
Series 66
Fort Walton Beach, FL
Slagle Financial, LLC
Antonio Perez is a financial advisor at Slagle Financial, LLC with four years of industry experience. He holds a Series 66 designation and previously worked at First Command Brokerage Services, Inc., among other firms. Prior to his advisory career, he served in the U.S. Army for 23 years. Slagle Financial provides investment supervisory services and financial planning to individuals, families, and business clients, tailoring portfolios based on clients’ goals and risk tolerance. The firm utilizes globally diversified portfolios with an emphasis on index mutual funds and ETFs, and may engage third-party managers with ongoing oversight.
Jeffrey C
Series 65
Fort Walton Beach, FL
Slagle Financial, LLC
Jeffrey Cherry is a financial advisor with Slagle Financial, LLC, holding a Series 65 designation and 13 years of industry experience. He is President of Cherry Financial Inc. D/B/A Cherry Wealth Advisors, where he also acts as a licensed insurance agent. Jeffrey has been involved with AE Wealth Management and Cherry Financial Inc. since 2005. Slagle Financial provides investment supervisory services and financial planning to individuals, families, and businesses, offering discretionary portfolio management and standalone financial plans. The firm emphasizes globally diversified portfolios aligned with modern portfolio theory and regularly monitors client accounts through a team operating ten offices.
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