# Sarah Anderson

> Sarah Anderson is a fee-only financial advisor at SLO Money Managers in Atascadero, California. SLO Money Managers reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/sarah-anderson-7586754/
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
- **CRD:** 7586754 (https://adviserinfo.sec.gov/individual/summary/7586754)
- **SEC registration:** Investment adviser representative in CA
- **Exams passed:** Series 65 (2022)
- **Firm size:** 2 employees
- **Disclosures:** None reported
- **Website:** https://www.slomoneymanagers.com/

## Frequently asked questions

### Is Sarah Anderson a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Sarah 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 Sarah charge for financial advice?

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

### Where is Sarah Anderson based?

Sarah Anderson is based in Atascadero, California.

### Is Sarah Anderson registered with the SEC?

Yes. Sarah Anderson is registered as an investment adviser representative in CA (CRD 7586754), 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 Sarah Anderson?

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

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/7586754): 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

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