# Tony Matheson

> Tony Matheson is a fee-only financial advisor at Slalom Wealth Management in Sacramento, California, who holds the CFA and CFP credentials. Tony focuses on retirement planning. Slalom Wealth Management reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/tony-matheson/
Built from public directory listings; last checked April 21, 2026.

## Facts

- **Firm:** Slalom Wealth Management
- **Based in:** Sacramento, California
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $19.3M across 102 accounts
- **Credentials:** CFA, CFP
- **Specialties:** Retirement planning
- **Works with:** Retirees, Pre-retirees
- **CRD:** 2637205 (https://adviserinfo.sec.gov/individual/summary/2637205)
- **SEC registration:** Investment adviser representative in CA
- **Exams passed:** Series 63 (1995), Series 65 (1998), Series 66 (2016)
- **Firm size:** 1 employee
- **Disclosures:** None reported
- **Website:** http://slalomwealth.com

## Frequently asked questions

### Is Tony Matheson a fee-only financial advisor?

Yes. Tony Matheson is listed in the NAPFA directory (NAPFA admits only fee-only advisors) and the XY Planning Network directory (XYPN members are fee-only). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Tony's firm.

### How does Tony charge for financial advice?

Tony's firm, Slalom Wealth Management, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

### Where is Tony Matheson based?

Tony Matheson is based in Sacramento, California.

### What does Tony specialize in?

Tony's specialties include retirement planning. Tony works with retirees and pre-retirees.

### What credentials does Tony Matheson hold?

Tony Matheson holds the CFA and CFP credentials.

### Is Tony Matheson registered with the SEC?

Yes. Tony Matheson is registered as an investment adviser representative in CA (CRD 2637205), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.

### How much does Slalom Wealth Management manage?

Slalom Wealth Management reports $19.3M across 102 accounts in assets under management.

### How do I contact Tony Matheson?

Through Tony's website, slalomwealth.com.

## Sources

- NAPFA directory listing (https://www.napfa.org/find-an-advisor/firm/39836): NAPFA admits only fee-only advisors
- XY Planning Network directory listing: XYPN members are fee-only
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 27, 2026
- The firm's website (https://slalomwealth.com/): specialties, clients served, and fees, checked October 28, 2026

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