Michael Solari is a CFP-designated registered investment advisor at Solari Financial Planning, LLC, based in Goffstown, NH, with 16 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 4 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 annual fee for investment management and financial planning combined, rather than a percentage of your portfolio. Typical fixed fees range from $3,000 to $15,000 per year, but can be as high as $25,000 for especially complex portfolios.
Before you can hire Solari Financial Planning to manage your investments, you must agree to have an initial broad-based financial plan and annual checkups. Fees are billed in advance every three months.
Contact
Michael Solari
Location
Goffstown, NH
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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 →Employment History
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.
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