Heather Solley is a registered investment advisor at More Than Your Money, INC., based in Colorado Springs, CO, with 5 years of industry experience. Heather 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.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
More Than Your Money offers investment management engagements that cover only the management of investments. Financial planning and tax preparation services are not included. The annual fee for investment management engagements begins at $5,000 per year, but varies based on the complexity of the client's situation, the composition of the client's account, and the relationship of the client with More Than Your Money. The annual fee is calculated using a percentage of client's income, investments, net worth, services provided, and the perceived complexity of a client's financial situation.
Location
1271 Kelly Johnson Blvd,, Ste 210, Colorado Springs, CO, 80920-3964
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
More Than Your Money, INC.
Previous Registrations
Securities America, INC.Broker
Securities Service Network, LLCBroker
State Registrations1 state
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