Solidity Financial LLC

Fee-Only (% of Portfolio)

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.

Assets Under Management$73M
Clients252
Advisors2
Avg. per Client$290K
Avg. per Advisor$37M

Fee Structure

Minimum Investment:None
Planning is included in investment management
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.00%

Fees are negotiated at the time of contract execution and will not exceed 2% of assets under management.

Fee Estimator
Your Portfolio Value
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Estimated Annual Fee
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Location

2 Advisors at this firm