Solaris Strategic Wealth

Updated today

Find your advisor

Client assets under management

Clients

Advisors

of 4 employees

Firm type

Supported

1-4 advisors or >$200M in AUM

Clients per advisor

Very Low

Average account size

—

About

Solaris Strategic Wealth provides ongoing financial planning and investment advisory services to individuals, trusts, estates, charitable organizations, businesses, and corporations. The firm offers wealth management and portfolio management on both discretionary and non‑discretionary bases, as well as consulting, participant account management via a third‑party platform, and the use of third‑party sub‑advisors.

The firm’s investment approach emphasizes asset allocation across ETFs, mutual funds, equities, fixed income, alternatives and private investments, with fundamental, technical, and cyclical analysis applied as appropriate and periodic rebalancing and manager oversight. Fees are charged both as a percentage of assets under management and separately for financial planning; the brochure discloses a blended AUM fee schedule and a financial planning fee structure that can be waived or reduced based on client AUM thresholds.

Several features in the brochure distinguish Solaris from many peers: multiple advisers are dually registered as representatives of The Leaders Group (a broker‑dealer) and the firm discloses that some advisers are licensed insurance agents who may receive commissions for insurance and annuity sales. The brochure also notes the firm pays to participate in an online lead‑matching program and that it is an initial SEC registration with no assets managed to date, all of which the firm discloses as potential sources of conflicts of interest.

Client services

Financial planning Portfolio management Selection of other advisers

Expertise

Charitable giving & philanthropy Business succession planning ESG / Sustainable investing Retirement plans for business owners (SEP, solo 401k)

Occupation focus

Founder/Business Owner Executive

Fee options

Fixed

Financial planning flat fees ranging from $2,400 to $12,000; firm offers a flat fee investment advisory option for legacy clients.

Percentage

$0 - $499,999: 1.30% $500,000 - $999,999: 1.15% $1,000,000 - $2,999,999: 1.00% $3,000,000 - $4,999,999: 0.90% $5,000,000+: 0.85%

Commissions

Some representatives are registered representatives of a broker-dealer and licensed insurance agents who receive commissions from securities transactions and insurance products.

Project-based

Hourly consulting or financial planning services up to $500 per hour.

Other

Account minimum: $500,000 Fee-only: Financial planning flat fees from $2,400 to $12,000; hourly rates up to $500 per hour.

Main office location

Solaris Strategic Wealth

Waxhaw NC, United States

Number of offices

Most active in

Nevada · North Carolina · South Carolina

Disclosures

Business activities & affiliations

Is active or affiliated with:

Insurance agent

They sell insurance products and may earn commissions on those sales.

Broker-dealer / trader

They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.

Is not active or affiliated with:

Bank

They're affiliated with a bank that may offer its own financial products and services.

Trust company

They provide trust and estate administration services, typically for separate fees.

Fund sponsor

They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.

Accountant / CPA / tax prep

They offer tax and accounting services, typically for separate fees.

Lawyer

They provide legal services, typically billed separately.

Real estate agent

They facilitate real estate transactions and may earn commissions.

Other specialized services

They may provide services such as pension consulting or municipal advisory work, typically for separate fees.

Forms ADV

Form ADV Part 2: Client Brochure

Quick links

LinkedIn Facebook X Website 704-315-5623

Advisors at this firm

Jennifer M

Series 66

Waxhaw, NC

Solaris Strategic Wealth

Jennifer Meldrim is a financial advisor with Solaris Strategic Wealth in Waxhaw, NC, holding a Series 66 designation and one year of industry experience. She has previously worked at Simplicity Investments and LPL Financial, with a long tenure at Money Counts, Inc., a DBA for LPL Financial. Solaris Strategic Wealth is a registered investment adviser offering financial planning, portfolio management, and consulting services to individuals, trusts, estates, charitable organizations, businesses, and corporations. The firm uses a combination of fundamental, technical, and cyclical analysis to construct diversified portfolios that include ETFs, mutual funds, equities, fixed income, private investments, ESG, and alternative investments, often employing independent third-party managers selected through quantitative and qualitative due diligence.

Charitable giving & philanthropy Business succession planning ESG / Sustainable investing Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive

Nicole M

Series 66

Waxhaw, NC

Solaris Strategic Wealth

Nicole Milone is a financial advisor at Solaris Strategic Wealth with 11 years of industry experience. She holds a Series 66 designation and has previously worked at LPL Financial and Summit Brokerage Services. Solaris Strategic Wealth is an investment adviser serving individuals, trusts, estates, charitable organizations, businesses, and corporations. The firm offers financial planning, portfolio management, and consulting services, using a combination of fundamental, technical, and cyclical analysis to construct diversified portfolios that include ETFs, mutual funds, equities, fixed income, private investments, ESG, and alternative investments.

Charitable giving & philanthropy Business succession planning ESG / Sustainable investing Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive

Paula R

Series 66

Charlotte, NC

Solaris Strategic Wealth

Paula Roark is a financial advisor at Solaris Strategic Wealth with one year of industry experience. She holds the Series 66 designation and has worked previously at LPL Financial and Money Counts. Solaris Strategic Wealth is an investment adviser that provides financial planning, portfolio management, and consulting services to individuals, trusts, estates, charitable organizations, businesses, and corporations. The firm employs a combination of fundamental, technical, and cyclical analysis to construct diversified portfolios using a range of investment vehicles and often allocates to independent third-party managers selected through documented due diligence.

Charitable giving & philanthropy Business succession planning ESG / Sustainable investing Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive

Not sure where to start?

We'll help you think it through — whether you ultimately need an advisor or not.

Warmer helps you compare advisors clearly — so you can choose with confidence.

Find your advisor

Discover

Compare top advisor firms by metric, firm size, and location.

Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.

By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev

Find the right match for you

Answer a few quick questions and we'll tailor results to your goals, so you can hire smarter.

Find your advisor

A smarter way to hire an advisor

Compare and choose confidently

Warmer combines best-in-class advisor data with guidance to help you clarify what you need, understand why an advisor may — or may not — fit, and move forward with confidence.

How Warmer works

Thoughtfully vetted, clearly explained

We review rigorously and transparently

Get to know your advisors' credentials, disciplinary history, specialization, client fit, and communication style. We're selective about who we recommend — and tell you why we think someone fits your situation.

Our methodology

Always free and always on your side

Free. Confidence that lasts

We help you book free consultations with your matches. You only pay an advisor if you decide to hire them. And our support doesn't end with an introduction — we're here to make sure the relationship works for you.

Our ongoing support