Tony Matheson
Slalom Wealth Management · Sacramento, California
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.
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Specialties
Who they serve
- Retirees
- Pre-retirees
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 |
| Assets under management | $19.3M across 102 accounts |
| Credentials | CFA · CFP |
| SEC registration | Investment adviser representative in CA · CRD 2637205 |
| Exams passed | Series 63 (1995) · Series 65 (1998) · Series 66 (2016) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | slalomwealth.com |
| Profile |
How Tony's firm compares
- Slalom Wealth Management's average account is about $189,000, from its Form ADV (assets managed divided by 102 accounts).
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Questions about Tony
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- NAPFA directory listing : NAPFA admits only fee-only advisors
- XY Planning Network directory listing : XYPN members are fee-only
- Slalom Wealth Management website : specialties, clients served, and fees, checked October 28, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 21, 2026.
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