# Paul Parotti

> Paul Parotti is a fee-only financial advisor at SLO Money Managers in Atascadero, California, who holds the CFP credential. SLO Money Managers reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/paul-parotti/
Built from SEC adviser records; last checked October 30, 2026.

## Facts

- **Firm:** SLO Money Managers
- **Based in:** Atascadero, California
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Assets under management (firm):** $164.7M across 538 accounts
- **Credentials:** CFP
- **CRD:** 5484427 (https://adviserinfo.sec.gov/individual/summary/5484427)
- **SEC registration:** Investment adviser representative in CA, TX
- **Exams passed:** Series 66 (2008)
- **Firm size:** 2 employees
- **Disclosures:** None reported
- **Website:** https://www.slomoneymanagers.com/

## Frequently asked questions

### Is Paul Parotti a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Paul holds no broker registration, and SLO Money Managers reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Paul charge for financial advice?

Paul's firm, SLO Money Managers, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

### Where is Paul Parotti based?

Paul Parotti is based in Atascadero, California.

### What credentials does Paul Parotti hold?

Paul Parotti holds the CFP credential.

### Is Paul Parotti registered with the SEC?

Yes. Paul Parotti is registered as an investment adviser representative in CA and TX (CRD 5484427), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does SLO Money Managers manage?

SLO Money Managers reports $164.7M across 538 accounts in assets under management.

### How do I contact Paul Parotti?

Through Paul's website, www.slomoneymanagers.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/5484427): 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
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026

---

Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.