# Shahab Tabatabai

> Shahab Tabatabai is a fee-only financial advisor at S & L Financial Management in Walnut, California. S & L Financial Management reports charging a percentage of assets, fixed fees and performance-based fees on its Form ADV.

Page: https://find.wellspent.co/advisors/shahab-tabatabai/
Built from SEC adviser records; last checked October 30, 2026.

## Facts

- **Firm:** S & L Financial Management
- **Based in:** Walnut, California
- **Fee model (firm's Form ADV):** Percentage of assets; Fixed fees; Performance-based fees
- **Assets under management (firm):** $527K across 1 accounts
- **CRD:** 5811507 (https://adviserinfo.sec.gov/individual/summary/5811507)
- **SEC registration:** Investment adviser representative in CA
- **Exams passed:** Series 63 (2010), Series 65 (2021)
- **Firm size:** 1 employee
- **Disclosures:** None reported
- **Website:** https://www.saltandlightfinancial.com/

## Frequently asked questions

### Is Shahab Tabatabai a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Shahab holds no broker registration, and S & L Financial Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Shahab charge for financial advice?

Shahab's firm, S & L Financial Management, reports charging a percentage of assets, fixed fees and performance-based fees on its SEC Form ADV.

### Where is Shahab Tabatabai based?

Shahab Tabatabai is based in Walnut, California.

### Is Shahab Tabatabai registered with the SEC?

Yes. Shahab Tabatabai is registered as an investment adviser representative in CA (CRD 5811507), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does S & L Financial Management manage?

S & L Financial Management reports $527K across 1 accounts in assets under management.

### How do I contact Shahab Tabatabai?

Through Shahab's website, www.saltandlightfinancial.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/5811507): 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.