Rachel Sloan
Sloan Advisory Group, Inc. · Glens Falls, New York
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.
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Specialties
Who they serve
- Pre-retirees
- Retirees
- Early-career professionals
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 |
| Assets under management | $63.6M across 114 accounts |
| Credentials | CFP · CRPC |
| SEC registration | Investment adviser representative in NY, OR, TX · CRD 2412421 |
| Exams passed | Series 63 (1993) · Series 66 (2004) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | sloanadvisorygroup.com |
| Profile |
How Rachel's firm compares
- Sloan Advisory Group, Inc.'s average account is about $558,000, from its Form ADV (assets managed divided by 114 accounts).
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Questions about Rachel
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- NAPFA directory listing : NAPFA admits only fee-only advisors
- Sloan Advisory Group, Inc. website : specialties, clients served, and fees, checked October 28, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 21, 2026.
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