Sarah Anderson
SLO Money Managers · Atascadero, California
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.
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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 |
| SEC registration | Investment adviser representative in CA · CRD 7586754 |
| Exams passed | Series 65 (2022) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | www.slomoneymanagers.com |
How Sarah'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 Sarah
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.
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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