Shahab Tabatabai
S & L Financial Management · Walnut, California
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.
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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 | $527K across 1 accounts |
| SEC registration | Investment adviser representative in CA · CRD 5811507 |
| Exams passed | Series 63 (2010) · Series 65 (2021) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | www.saltandlightfinancial.com |
How Shahab's firm compares
- S & L Financial Management's average account is about $527,000, from its Form ADV (assets managed divided by 1 accounts).
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Questions about Shahab
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in California
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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