John Slater
CUBIC Advisors · Wayne, Pennsylvania
John Slater is a fee-only financial advisor at CUBIC Advisors in Wayne, Pennsylvania. John focuses on retirement planning, estate & legacy planning and family wealth transfer. CUBIC Advisors reports charging a percentage of assets on its Form ADV.
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Specialties
Facts
| Firm | CUBIC Advisors |
|---|---|
| Based in | Wayne, Pennsylvania |
| Fee model (firm's Form ADV) | Percentage of assets |
| Accepting new clients | Yes |
| Assets under management | $55.1M across 152 accounts |
| SEC registration | Investment adviser representative in MD, ME, PA, WI · CRD 1522160 |
| Exams passed | Series 63 (1993) · Series 65 (1998) · Series 66 (2003) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | www.cubicadvisors.com |
| Profile |
How John's firm compares
- CUBIC Advisors's average account is about $363,000, from its Form ADV (assets managed divided by 152 accounts).
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Questions about John
Is John Slater a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: John holds no broker registration, and CUBIC Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does John charge for financial advice?
John's firm, CUBIC Advisors, reports charging a percentage of assets on its SEC Form ADV.
Where is John Slater based?
John Slater is based in Wayne, Pennsylvania.
What does John specialize in?
John's specialties include retirement planning, estate & legacy planning and family wealth transfer.
Is John Slater registered with the SEC?
Yes. John Slater is registered as an investment adviser representative in MD, ME, PA and WI (CRD 1522160), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does CUBIC Advisors manage?
CUBIC Advisors reports $55.1M across 152 accounts in assets under management.
How do I contact John Slater?
Through John's website, www.cubicadvisors.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
- CUBIC Advisors 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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