Solari Financial Planning, LLC

Overview

Solari Financial Planning, LLC is an independent, individually owned registered investment adviser organized as an LLC that provides fee-based financial planning and portfolio management for individuals, families and small businesses. The firm operates on hourly and fixed-fee billing rather than asset-based ongoing fees. Advisory services emphasize financial planning and portfolio management for individual and small-business clients. The firm does not identify as an active ESG investor, is not a multi-state adviser, and is not positioned as a capital allocator or pension consultant.

Assets & Accounts

Investments & Alternatives

Location & Offices