Solaris Private Wealth Management
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Solaris Private Wealth Management provides fee-only investment advisory and financial planning services to individuals, high-net-worth clients, small business owners and nonprofit foundations. The firm’s brochure lists portfolio management, advisory consultations (financial planning/ad hoc advice) and financial educational workshops among its offerings, and states it does not impose account minimums.
SolarisPWM tailors portfolios to each client’s stated risk profile and relies on Modern Portfolio Theory when constructing allocations, using no-load mutual funds, low-cost ETFs, individual equities and fixed income securities. The brochure notes the firm operates with discretionary trading authority, reviews accounts at least quarterly, and allows clients to impose restrictions on holdings.
The firm’s stated client base and the principal’s board roles with private foundations align with its work for charitable organizations, a client type the brochure specifically identifies. SolarisPWM also highlights its educational workshops, its fee-only structure with no soft-dollar practices, and that it accepts authority to vote client securities with voting records available upon request.
Client services
Expertise
Fee options
$0 - $1,000,000: 0.75% $1,000,000 - $3,000,000: 0.50% $3,000,000+: Negotiable
Fee-only: Fee-only firm, 100% compensation from advisory fees; no commissions or third-party compensation.
Main office
6500 River Place Blvd, Bldg 7 Suite 250
Austin TX 78730
Advisors at this office
1
Most active in
Nevada · Texas
Also doing business as
Solaris Private Wealth Management · Solaris, LLC · Solaris, LLC Dba Solaris Private Wealth Management
Disclosures
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Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
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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.
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