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Trent Tyrone Solomon

Advisor at Solomon Investments & Financial Planning, LLC — Macon, GA

Updated today

Credentials

Series 63, Series 65

Experience

23 years

Location

Macon, GA

Solomon Investments & Financial Planning, LLC

Supported

Total advisors

2

Across 2 offices

Clients per advisor

38 Typical

Avg AUM per client

$53,333 Very Low

HNW client ratio

0% Very Low

About

Trent Solomon is a financial advisor with Solomon Investments & Financial Planning, LLC, holding Series 63 and Series 65 credentials and over 23 years of industry experience. He has worked with Calton & Associates, Dominion Investor Services, and Cambridge Investment Research. Outside of his financial advisory work, he is a co-founder of Joshua's Wish, a nonprofit organization supporting pediatric cancer research and providing assistance to affected families. Solomon Investments & Financial Planning offers fee-based financial planning, asset-allocation management through a third-party program, and retirement-plan advisory services to individuals, businesses, and tax-exempt organizations. The firm provides public educational seminars and implements asset allocations primarily on a non-discretionary basis.

Client services

Based on Solomon Investments & Financial Planning, LLC

Financial planning Portfolio management Pension consulting Educational seminars or workshops

Expertise

Based on Solomon Investments & Financial Planning, LLC

Retirement income strategy Social Security optimization College savings (529s, UTMA, etc.) Divorce financial planning

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Fee options

Percentage

$0 - $99,999: 1.00% $100,000 - $499,999: 1.00% $500,000 - $999,999: 1.00% $1,000,000+: 1.00%

Project-based

$125 per hour for financial planning services

Location

See office

Macon, GA

Macon GA

Advisors at this office

1

Most active in

Georgia

Work history

23 years of industry experience

Calton & Associates, Inc.

2023 - Present • 3 years

Marble Falls, TX

Dominion Investor Services, Inc.

2017 - 2023 • 6 years

Horseshoe Bay, TX

Solomon Investments & Financial Planning, LLC

2017 - Present • 9 years

Macon, GA

Cambridge Investment Research, Inc.

2016 - 2017 • 1 year

Fairfield, IA

Cambridge Investment Research Advisor, Inc.

2016 - 2017 • 1 year

Fairfield, IA

Joshua's Wish, Inc.

2010 - Present • 16 years

Macon, GA

Solomon Insurance Services, LLC

2002 - Present • 24 years

Macon, GA

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

user avatar

Britian B

Series 65, Series 66

Macon, GA

Bickley Investments, LLC

Britian Bickley is the sole advisor at Bickley Investments, LLC, based in Macon, GA. He holds Series 65 and Series 66 licenses and has 10 years of industry experience. Prior to his advisory role, he has been a homemaker since 2013. Bickley Investments focuses on financial planning and discretionary investment management for high net worth and ultra-high net worth individuals. The firm employs a passive, low-cost investment strategy centered on market-tracking index ETFs and select mutual funds, guided by a client-specific Investment Policy Statement.

Passive / index investing General retirement planning
user avatar

Delmas W

Series 65

Macon, GA

Wilson Wealth Stewardship

Delmas Wilson is a financial advisor at Wilson Wealth Stewardship with 13 years of industry experience. He holds a Series 65 designation and previously worked at Christy Capital Management for nine years. In addition to his advisory role, he is individually licensed to sell fixed insurance products in Georgia. Wilson Wealth Stewardship serves individuals, high-net-worth clients, trusts, estates, corporations, and charitable organizations, managing approximately $58.9 million for about 155 clients. The firm primarily recommends sub-advisers or co-advisors to manage client portfolios, while it monitors performance and provides consulting on topics such as 529 college savings plans and employer benefits selections.

College savings (529s, UTMA, etc.)
user avatar

Todd G

Series 65

Macon, GA

J. L. Perkins Wealth Management, LLC

Todd George is a financial advisor at J. L. Perkins Wealth Management, LLC in Macon, GA, holding a Series 65 designation. He has prior experience with Revolt Financial, Cetera ADVISORS LLC, Totus Wealth Management, Capstone Financial/MassMutual, Coldwell Banker Real Estate, and the Houston County Board of Education. J. L. Perkins Wealth Management serves individual investors and retirement plans through a manager-of-managers approach, relying on model and third-party manager relationships rather than direct stock selection. The firm provides due diligence, periodic reviews, and discretionary allocation among outside managers while also operating as a licensed insurance agency.

Passive / index investing Active portfolio management
user avatar

Lucinda D

Series 63, Series 65

Macon, GA

CFS Wealth Management

Lucinda Dallas is a financial advisor at CFS Wealth Management with 15 years of industry experience. She holds Series 63 and Series 65 licenses and has been with CFS Wealth Management since 2010. Outside of her advisory role, she is a minority owner of a family business, Top Level, L.L.C., in a passive capacity. CFS Wealth Management provides fee-based investment advisory and financial planning services to a diverse client base, including individuals, couples, and business owners. The firm emphasizes capital preservation and uses third-party research to guide portfolio construction, managing approximately $158.7 million primarily in discretionary accounts.

General retirement planning Wealth management
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Randall N

Series 63, Series 65

Macon, GA

Smith, Brown & Groover, Inc.

Randall Norris is a financial advisor at Smith, Brown & Groover, Inc. with 26 years of industry experience. He has been with the firm since 2010 and holds Series 63 and Series 65 licenses. Outside of his advisory role, he provides consulting and board governance services for Southeastern Management Coop, Inc. Smith, Brown & Groover, Inc. is a registered investment adviser serving individuals, high-net-worth clients, trusts, estates, charitable organizations, and corporations. The firm offers discretionary portfolio management with a focus on long-term stock holdings and employs a combination of technical, fundamental, and cyclical analysis to tailor portfolios to client objectives.

Annuities
user avatar

Keith D

Series 65

Macon, GA

J. L. Perkins Wealth Management, LLC

Keith Dykes is a financial advisor with J. L. Perkins Wealth Management, LLC in Macon, GA, holding a Series 65 designation and 2 years of industry experience. He has been with J. L. Perkins Wealth Management since 2023 and is also involved in Dykes Foods, Inc., a food service business he has been associated with since 2012. J. L. Perkins Wealth Management serves individual investors and retirement plans using a manager-of-managers approach, focusing on model and third-party manager relationships rather than direct stock selection. The firm provides due diligence, periodic reviews, and discretionary allocation among third-party managers, distinguishing itself by also operating as a licensed insurance agency.

Passive / index investing Active portfolio management
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