A complete list of active advisors currently associated with Solari Financial Planning, LLC
Warmer can help you find a great advisor at Solari Financial Planning, LLC or one who fits your needs even better.
The firm provides fee-only financial planning, portfolio design and investment advisory services to individuals, families, trusts, estates and small plans through broad-based or modular engagements. Services range from single-topic consultations to comprehensive financial plans and ongoing investment management tied to those plans. Investment approach emphasizes asset allocation, low-cost diversified vehicles (including index mutual funds and ETFs), tax-efficiency considerations and periodic rebalancing, with investment policy statements used to guide recommendations. Investment management is delivered on a non-discretionary basis, requiring client pre-approval for transactions, and the firm does not accept commissions or performance‑based compensation. Compared with many peers, the firm reports $21,101,321 in non‑discretionary regulatory assets under management (12/31/2025) and relies on fixed or hourly planning and management fees instead of a percentage‑of‑AUM model. The brochure also discloses participation in its custodian’s advisor‑support program and receipt of related services and benefits, and the firm notes third‑party ratings in its public materials.
To learn more about the advisors currently working at Solari Financial Planning, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Goffstown, NH
| 16
|
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