SOL FINANCIAL

Overview

SOL Financial is an independent, LLC-structured registered investment adviser that serves individual and family clients as well as some institutional relationships. The firm’s advisory services emphasize financial planning and portfolio management for individuals and small businesses. Its fee model combines a percentage-of-AUM component with fixed fees. SOL Financial does not identify as an active ESG investor, is not a multi-state adviser, and is not positioned as a capital allocator or pension consultant. The firm maintains industry ties to an insurance company and a real estate broker, which may inform product access or referral activity.

Assets & Accounts

Public Holdings

Investments & Alternatives