Paul Parotti
SLO Money Managers · Atascadero, California
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.
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Facts
| Firm | SLO Money Managers |
|---|---|
| Based in | Atascadero, California |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $164.7M across 538 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in CA, TX · CRD 5484427 |
| Exams passed | Series 66 (2008) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | www.slomoneymanagers.com |
How Paul's firm compares
- SLO Money Managers's average account is about $306,000, from its Form ADV (assets managed divided by 538 accounts).
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Questions about Paul
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Atascadero
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
- 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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