SLO Money Managers
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$140,271,971
Clients
140
Advisors
2
of 2 employees
About
SLO Money Managers is a small, fee-only investment advisory firm that serves individuals (including both non‑high‑net‑worth and high‑net‑worth clients), employer retirement plans, charitable organizations, and businesses. Like many peers, the firm provides ongoing portfolio management and financial planning tailored to clients’ stated objectives and risk tolerance.
The firm typically manages client accounts on a discretionary basis using asset allocation guided by modern portfolio theory, and employs a mix of passive and active strategies informed by fundamental, technical, cyclical, and charting analysis. SLO Money Managers also offers both project‑based and ongoing financial planning and can construct portfolios with socially responsible (ESG) considerations when requested.
What sets the firm apart for its size is that it serves as a 3(38) investment manager for employer retirement plans, a fiduciary role not commonly handled by very small advisers, and it requires clients to custody assets on Schwab’s institutional platform. The firm began offering advisory services in 2024 and the principal maintains outside real‑estate licensure (and a prior insurance license no longer used for sales), operational details clients may wish to note.
Client services
Expertise
Occupation focus
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.
Main office
4555 El Camino Real, Suite I
Atascadero CA 93422
Advisors at this office
2
Most active in
California · Texas
Also doing business as
Paul & Co. Wealth Management, Inc. · Slo Money Managers
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
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.
Advisors at this firm
Paul P
CFP®, Series 66
Atascadero, CA
SLO Money Managers
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.
Sarah A
Series 65
Atascadero, CA
SLO Money Managers
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.
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