Financial Solutions
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$61,598,200
Clients
84
Advisors
1
of 1 employees
About
Financial Solutions is a fee-only independent advisory firm that provides personalized financial planning and discretionary investment management to individuals, trusts, estates, small businesses, charitable organizations, pension and profit-sharing plans, and municipalities. The firm offers AUM retainer, flat annual retainer, and hourly engagement options and manages roughly $64.7 million in discretionary client assets.
The firm implements long-term strategic asset allocation, blending passive and active funds and assigning clients to one of seven model allocations based on a detailed risk survey; portfolios are generally held and rebalanced over time while discretionary trading authority is used where agreed. Clients receive documented meeting notes and action steps, quarterly custodian reporting (commonly through Schwab), and periodic written updates including snapshot reports and newsletters.
Compared with many solo independent advisors, Financial Solutions’ client mix is notable for its work with municipal entities, pension and profit‑sharing plans, and charitable organizations — client types the brochure specifically lists alongside individual and small-business relationships. The firm also provides limited tax-preparation services (fewer than 40 returns annually), maintains a NAPFA-aligned fee‑only practice, and communicates with clients through formal written summaries and periodic newsletters.
Client services
Expertise
Fee options
Flat fee annual retainer with minimum fee $7,500, negotiable; financial plans range $1,400 to over $25,000 depending on complexity
$0 - $1,500,000: 1% $1,500,001 - $2,500,000: 0.9% $2,500,001 - $3,500,000: 0.8% $3,500,001 - $5,500,000: 0.7% $5,500,001 - $10,500,000: 0.6% $10,500,001+: 0.5%
$350 per hour for advisory/planning services; $95 per hour for assistant services; tax preparation $195 per hour
Minimum fee: Minimum annual fee of $7,500 for AUM and Retainer agreements, negotiable Fee-only: Fee-only financial planning and investment management; no commissions accepted
Main office
34 Market St., Po Box 277
Onancock VA 23417
Advisors at this office
1
Most active in
Virginia
Also doing business as
Fiege Financial Planning · Fiege Financial Solutions · Fiege, John Whitby · Financial Solutions · John Fiege, LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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