Julian Harwell
Julian Harwell is a ChFC-designated registered investment advisor at Solomon Investments & Financial Planning, LLC, based in Macon, GA, with 52 years of industry experience. Julian operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 75 clients with $4M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Solomon Investments & Financial Planning offers investment management through Dunham & Associates Investment Counsel, Inc. (DAIC). The annual fee is 1.00% of your portfolio, plus a 0.25% fee to DAIC. For cash or money market accounts, the annual fee is 0.15%. Solomon may reduce their portion of the annual fee under certain circumstances. Fees are paid quarterly.
Location
1207 Clairmont Place, Macon, GA, 31204
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Regulatory History
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Julian owns JFH Financial Solutions, Inc., marketing life insurance, disability, and long-term care insurance, and providing non-qualified retirement planning, dedicating about 10-20% of his time. Julian also sits on the board of directors for the Kimberly Chance Atkins Foundation, a breast cancer foundation, spending minimal time per month.
Employment History
Current Registrations
Solomon Investments & Financial Planning, LLC
Previous Registrations
Solomon Investments & Financial Planning, LLC
Dominion Investor Services, INC.Broker
Ameritas Investment CORP
Ameritas Investment CORP.Broker
L.M. Kohn & CompanyBroker
Walnut Street Securities, INC.Broker
Ifg Network Securities, INC.Broker
Walnut Street Securities, INC.Broker
Pruco Securities CorporationBroker
Pruco Securities CorporationBroker
The Prudential Insurance Company of AmericaBroker
State Registrations1 state
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.