# Rachel Sloan

> Rachel Sloan is a fee-only financial advisor at Sloan Advisory Group, Inc. in Glens Falls, New York, who holds the CFP and CRPC credentials. Rachel focuses on retirement planning. Sloan Advisory Group, Inc. reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/rachel-sloan/
Built from public directory listings; last checked April 21, 2026.

## Facts

- **Firm:** Sloan Advisory Group, Inc.
- **Based in:** Glens Falls, New York
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $63.6M across 114 accounts
- **Credentials:** CFP, CRPC
- **Specialties:** Retirement planning
- **Works with:** Pre-retirees, Retirees, Early-career professionals
- **CRD:** 2412421 (https://adviserinfo.sec.gov/individual/summary/2412421)
- **SEC registration:** Investment adviser representative in NY, OR, TX
- **Exams passed:** Series 63 (1993), Series 66 (2004)
- **Firm size:** 1 employee
- **Disclosures:** None reported
- **Website:** http://sloanadvisorygroup.com

## Frequently asked questions

### Is Rachel Sloan a fee-only financial advisor?

Yes. Rachel Sloan is listed in the NAPFA directory (NAPFA admits only fee-only advisors). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Rachel's firm.

### How does Rachel charge for financial advice?

Rachel's firm, Sloan Advisory Group, Inc., reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

### Where is Rachel Sloan based?

Rachel Sloan is based in Glens Falls, New York.

### What does Rachel specialize in?

Rachel's specialties include retirement planning. Rachel works with pre-retirees, retirees and early-career professionals.

### What credentials does Rachel Sloan hold?

Rachel Sloan holds the CFP and CRPC credentials.

### Is Rachel Sloan registered with the SEC?

Yes. Rachel Sloan is registered as an investment adviser representative in NY, OR and TX (CRD 2412421), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.

### How much does Sloan Advisory Group, Inc. manage?

Sloan Advisory Group, Inc. reports $63.6M across 114 accounts in assets under management.

### How do I contact Rachel Sloan?

Through Rachel's website, sloanadvisorygroup.com.

## Sources

- NAPFA directory listing (https://www.napfa.org/find-an-advisor/firm/45547): NAPFA admits only fee-only advisors
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 27, 2026
- The firm's website (https://www.sloanadvisorygroup.com/): specialties, clients served, and fees, checked October 28, 2026

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