A complete list of active advisors currently associated with Slope Advisors LLC

Warmer can help you find a great advisor at Slope Advisors LLC or one who fits your needs even better.

Slope Advisors serves individual and high-net-worth clients, with a particular focus on professionals in the technology and sales sectors who receive equity compensation. The firm offers a one-time, fixed-fee equity compensation tax strategy engagement and an ongoing Comprehensive Wealth Management service that combines discretionary portfolio management with integrated financial planning (financial planning is provided only as part of the ongoing service). The firm’s approach emphasizes tax-aware, long-term asset allocation built primarily from low-cost, diversified ETFs and index mutual funds, with selective use of individual equities, sector- or theme-focused funds, and third‑party model portfolios available on the Altruist platform; accounts are managed on a discretionary basis with regular monitoring, quarterly reviews, and rebalancing. Slope Advisors intends to use the Altruist custodial and automated tools for trading and reporting and plans to deploy an AI transcription and drafting tool for meeting summaries and planning analyses, with all AI outputs reviewed by the firm and client recordings requiring consent. Noteworthy for a newly organized advisory firm, Slope Advisors combines offering fixed-fee, engagement-based equity compensation planning with discretionary portfolio management and embedded financial planning—features that are statistically uncommon among firms in its category. The firm also discloses that it does not serve as a private fund adviser and operates as a solo practice with contingency planning in place should its sole investment professional become unavailable.

To learn more about the advisors currently working at Slope Advisors 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
Braxton Bean	Lehi, UT	0

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