Donald Slone
Etch Financial · Pittsburgh, Pennsylvania
Donald Slone is a fee-only financial advisor at Etch Financial in Pittsburgh, Pennsylvania. Donald focuses on retirement planning, student loans and tax planning. Etch Financial reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Specialties
Facts
| Firm | Etch Financial |
|---|---|
| Based in | Pittsburgh, Pennsylvania |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Accepting new clients | Yes |
| Assets under management | $14.1M across 45 accounts |
| SEC registration | Investment adviser representative in GA, PA · CRD 2274931 |
| Exams passed | Series 65 (2024) · Series 66 (2008) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | www.etchfinancial.com |
How Donald's firm compares
- Etch Financial's average account is about $314,000, from its Form ADV (assets managed divided by 45 accounts).
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Questions about Donald
Is Donald Slone a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Donald holds no broker registration, and Etch Financial reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Donald charge for financial advice?
Donald's firm, Etch Financial, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Donald Slone based?
Donald Slone is based in Pittsburgh, Pennsylvania.
What does Donald specialize in?
Donald's specialties include retirement planning, student loans and tax planning.
Is Donald Slone registered with the SEC?
Yes. Donald Slone is registered as an investment adviser representative in GA and PA (CRD 2274931), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Etch Financial manage?
Etch Financial reports $14.1M across 45 accounts in assets under management.
How do I contact Donald Slone?
Through Donald's website, www.etchfinancial.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- Etch Financial website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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