Solari Financial Planning provides financial planning and investment advisory services to individuals and families. Services include cash flow analysis, risk management, employee benefits review, retirement planning, tax planning, education planning, estate planning, investment consultation, and business planning. Investment management is offered on a non-discretionary basis, tailored to the client's financial plan.
Assets Under Management$21M
Clients15
Advisors1
Avg. per Client$1.4M
Avg. per Advisor$21M
Fee Structure
Investment management only (planning not offered)
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.
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