Michael Solari is a CFP-designated registered investment advisor at Solari Financial Planning, LLC, based in Goffstown, NH, with 15 years of industry experience. Michael operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 3 more. Their firm serves 15 clients with $21M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Solari Financial Planning charges a fixed fee for investment management and financial planning services, based on the estimated hours and complexity of the portfolio. Typical fixed fees range from $3,000 to $15,000 per year, but may be as much as $25,000 for especially complex cases. Fees are billed quarterly in advance.
Contact
Michael Solari
Location
Goffstown, NH
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Solari Financial Planning, LLC
Previous Registrations
NFP Securities, INC.
State Registrations3 states
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
Additional Information
I have been fortunate throughout most of my career that my focus has been on building comprehensive financial plans for families. When I started, I worked for a fee-based advisory firm in New Hampshire but noticed a lack of fee-only planners in the area. Because I strongly believe in being a fiduciary, I left my job, with no clients, to launch Solari Financial Planning. It wasn’t long after that my wife, Tracy, and I learned that we were expecting our first baby.