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Scott Solod

30 Years of Experience
Wethersfield, CT
Broker

Scott Solod is a registered investment advisor at Hammond Iles Wealth Advisors, based in Wethersfield, CT, with 30 years of industry experience. Scott operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 982 clients with $470M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
4 advisors
Number of Clients
982 clients
Average Client Portfolio
$484K average
Assets Under Management
$474.9M

Fee Structure

Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $1.0M0.99%
$1.0M - $4.0M0.75%
$4M+0.50%

Fees are negotiable. HIWA will aggregate client accounts from the same household for the benefit of discounting the account fee.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

100 Great Meadow Road, Suite 701, Wethersfield, CT, 06109

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Scott is the Chief Compliance Officer and a Financial Coach at Kelly Financial Group, dedicating nearly full-time hours to this role. He also serves as a trustee for an immediate family trust and as a registered agent and secretary for The Old McClellan Farm Owners Association, spending minimal time on these activities.

Employment History
Current Registrations
Hammond Iles Wealth Advisors
October 2024 - Present · 1 yr 7 mos
Purshe Kaplan Sterling InvestmentsBroker
October 2024 - Present · 1 yr 7 mos
Previous Registrations
Folger Nolan Fleming Douglas IncorporatedBroker
April 2024 - September 2024 · 5 mos
Folger Nolan Fleming Douglas Incorporated
April 2024 - April 2024 · 0 mos
Purshe Kaplan Sterling InvestmentsBroker
May 2022 - March 2024 · 1 yr 10 mos
Hammond Iles Wealth Advisors
May 2022 - April 2024 · 1 yr 11 mos
Esi Financial Advisors
October 2016 - April 2022 · 5 yrs 6 mos
Equity Services, INC.Broker
October 2016 - April 2022 · 5 yrs 6 mos
Santander Securities
June 2015 - October 2016 · 1 yr 4 mos
Santander Securities LLCBroker
May 2015 - October 2016 · 1 yr 5 mos
Signator Financial Services, INC.Broker
May 2014 - May 2015 · 1 yr
Signator Investors, INC.
November 2013 - May 2015 · 1 yr 6 mos
Signator Investors, INC.Broker
November 2013 - May 2015 · 1 yr 6 mos
Commonwealth Financial Network
March 2011 - October 2013 · 2 yrs 7 mos
Commonwealth Financial NetworkBroker
March 2005 - October 2013 · 8 yrs 7 mos
MML Investors Services, INC.Broker
June 2004 - March 2005 · 9 mos
Commonwealth Financial NetworkBroker
December 2003 - February 2004 · 2 mos
Finacorp Securities
August 2003 - November 2003 · 3 mos
Finacorp SecuritiesBroker
August 2003 - November 2003 · 3 mos
Credit Union Brokerage Services,inc.
January 2003 - August 2003 · 7 mos
Credit Union Brokerage Services, INC.Broker
May 2001 - August 2003 · 2 yrs 3 mos
Lincoln Financial Advisors CorporationBroker
January 2001 - May 2001 · 4 mos
The Lincoln National Life Insurance CompanyBroker
January 2001 - May 2001 · 4 mos
Citistreet Equities LLCBroker
October 2000 - January 2001 · 3 mos
Kobren Insight Brokerage, INCBroker
October 1998 - October 2000 · 2 yrs
First Data Distributors, INC.Broker
December 1996 - November 1998 · 1 yr 11 mos
First Investors CorporationBroker
January 1991 - January 1993 · 2 yrs
State Registrations1 state
VT
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
Scott Solod - Financial Advisor | TrueAdvisor