Solari Financial Planning, LLC
RIASEC Registered
Total AUM
$21.1M
Discretionary
$0
0% of AUM
Avg account
$491K
Accounts
43
Employees
1
Advisory reps
1
Firm details
- Headquarters
- ,
- CRD number
- 167118
- Custodians
- ALTRUIST FINANCIAL LLC
- Fee structure
- Hourly Charges, Fixed Fees
- Client types
- Individuals100%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Solari Financial Planning, LLC is an independent, individual-owned RIA that focuses on financial planning and portfolio management for individuals, families and small-business owners. The firm bills on an hourly or fixed-fee basis rather than asset‑based ongoing advisory fees, and its reported advisory mandate is primarily non‑discretionary. Solari is not identified as an ESG investor, is not structured as a capital allocator, and does not report multi‑state adviser status.
Assets & Accounts
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds90%
- Cash & Cash Equivalents10%
Contacts
1 of 1
Michael Solari
Financial PlannerCRD 5702111
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Primary office
, null
Location
, null
Headquartered in , null.
- Office locations
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