Solano Wealth Advisors
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Solano Wealth Advisors provides investment advisory and financial planning services to individuals (including high net worth clients), trusts, estates, charitable organizations, and businesses. The firm offers wrap fee asset management on an individualized, discretionary basis and standalone financial planning and consulting engagements.
Its investment process emphasizes asset allocation and fundamental analysis and draws on mutual funds, ETFs, individual equities, fixed income, structured products, and cash equivalents, using both long‑ and short‑term purchase strategies where appropriate. The firm manages client accounts on a discretionary basis, conducts at least annual reviews for managed accounts, and delivers written financial plans to planning clients with updates available by engagement.
What sets the firm apart from many peers is its role as a wrap fee program sponsor—offering only wrap fee accounts and a separate Wrap Fee Program Brochure—and its disclosure of standing letters of authorization for third‑party money movements that invoke additional custody safeguards. The brochure also discloses that representatives are dually registered and act as insurance agents and that the firm uses hypothetical performance in its marketing materials, along with receiving platform transition and support benefits from its custodian.
Client services
Expertise
Fee options
Flat fees range from $1,500 to $10,000 for financial planning and consulting services
Supervised persons may accept commissions from securities sales through LPL Financial
Up to $350 per hour for financial planning and consulting services
Account minimum: $250,000 Minimum fee: $1,500 minimum fee for written financial plans
Main office
1300 Oliver Road, Suite 210
Fairfield CA 94534
Advisors at this office
3
Most active in
California · Nevada · Oregon · Texas · Washington
Also doing business as
Solano Wealth Advisors · Solano Wealth Investment Advisors, LLC · Solano Wealth Management
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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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.
Advisors at this firm
Francisco G
CFP®, Series 63, Series 66
Fairfield, CA
Solano Wealth Advisors
Francisco Guerra is a CFP®-certified financial advisor with nine years of industry experience. He is currently with Solano Wealth Advisors and has held prior roles at LPL Financial LLC and Wells Fargo. Solano Wealth Advisors provides investment advisory and financial planning services to individuals, trusts, estates, charitable organizations, and businesses. The firm offers discretionary wrap fee asset management and standalone financial planning, using an investment process focused on asset allocation and fundamental analysis across a variety of securities.
Austin J
Series 66
Fairfield, CA
Solano Wealth Advisors
Austin Jones is a financial advisor at Solano Wealth Advisors with three years of industry experience. He holds a Series 66 designation and has previously worked at First Command Advisory Services, Inc. and LPL Financial LLC. Outside of his advisory role, he assists a Certified Financial Planner with administrative and client support tasks. Solano Wealth Advisors provides investment advisory and financial planning services to individuals, trusts, estates, charitable organizations, and businesses. The firm offers wrap fee asset management on a discretionary basis and standalone financial planning, emphasizing asset allocation and fundamental analysis across various investment vehicles.
Carlos M
CFP®, Series 63, Series 65
Fairfield, CA
Solano Wealth Advisors
Carlos Mendoza is a CFP® professional with 24 years of experience in the financial services industry. He currently serves at Solano Wealth Advisors and has previously worked at LPL Financial and Wells Fargo Advisors LLC. Mendoza is based in Fairfield, CA. Solano Wealth Advisors provides investment advisory and financial planning services to individuals, trusts, estates, charitable organizations, and businesses. The firm emphasizes asset allocation and fundamental analysis, managing client accounts on a discretionary basis and offering wrap fee asset management and standalone financial planning engagements.
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