Paul Wedin
Sloy, Dahl & Holst · Vancouver, Washington
Paul Wedin is a fee-only financial advisor at Sloy, Dahl & Holst in Vancouver, Washington. Sloy, Dahl & Holst reports charging a percentage of assets, hourly fees and performance-based fees on its Form ADV.
Request an introduction to Paul →
Facts
| Firm | Sloy, Dahl & Holst |
|---|---|
| Based in | Vancouver, Washington |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Performance-based fees |
| Assets under management | $1.80B across 1,086 accounts |
| SEC registration | Investment adviser representative in WA · CRD 6270156 |
| Exams passed | Series 65 (2014) |
| Firm size | 6 employees |
| Disclosures | None reported |
| Website | www.ronsloy.com |
How Paul's firm compares
- Sloy, Dahl & Holst's average account is about $1.7 million, from its Form ADV (assets managed divided by 1,086 accounts).
Request an introduction to Paul
Tell Paul a little about what you're looking for. Paul isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Paul
Is Paul Wedin a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Paul holds no broker registration, and Sloy, Dahl & Holst 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, Sloy, Dahl & Holst, reports charging a percentage of assets, hourly fees and performance-based fees on its SEC Form ADV.
Where is Paul Wedin based?
Paul Wedin is based in Vancouver, Washington.
Is Paul Wedin registered with the SEC?
Yes. Paul Wedin is registered as an investment adviser representative in WA (CRD 6270156), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Sloy, Dahl & Holst manage?
Sloy, Dahl & Holst reports $1.80B across 1,086 accounts in assets under management.
How do I contact Paul Wedin?
Through Paul's website, www.ronsloy.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
- 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.
See something wrong? Request a correction. Read our methodology.