Solidity Financial, LLC is a registered investment advisor founded by Brandon D. Wood in 2011, located in Shoreview, Minnesota. The firm primarily offers comprehensive financial planning and investment management services, utilizing a passive and tactical asset management approach designed to control expenses and minimize conflicts of interest. Solidity Financial operates as a fee-only firm, meaning compensation comes exclusively from direct management fees or fixed project fees, without commissions, referral fees, or kickbacks from third parties. The firm emphasizes risk management, tax-efficient strategies, and low-cost investment vehicles such as exchange-traded funds and index mutual funds. In addition to core advisory services, Solidity Financial provides tailored wealth management addressing cash flow, retirement, estate planning, education funding, and small business issues, while coordinating with outside professionals when necessary.
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Fees are negotiated at the time of contract execution and will not exceed 2% of assets under management.