Solomon Investments & Financial Planning, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Solomon Investments & Financial Planning provides fee-based financial planning, asset-allocation management through a third‑party program, and retirement-plan advisory services to individuals, businesses, and tax-exempt organizations. The firm offers financial planning and consulting on an hourly basis and conducts public seminars and workshops that are educational and provided at no charge.
For individual investment accounts the firm implements asset-allocation recommendations on a primarily non‑discretionary basis using a program administered by a third‑party investment adviser and monitors allocations regularly. For employer retirement plans it offers pension consulting and may serve as either an ERISA 3(21) non‑discretionary adviser or a 3(38) discretionary investment manager, with services documented in plan agreements.
The firm is affiliated with an insurance business and the managing member also operates as a registered representative of a broker‑dealer, activities that may result in commission‑based compensation and are disclosed as potential conflicts of interest. It is notable among peers for combining non‑discretionary retail asset allocation, formal ERISA plan consulting options, and public educational workshops alongside its insurance and broker‑dealer affiliations.
Client services
Expertise
Fee options
$0 - $99,999: 1.00% $100,000 - $499,999: 1.00% $500,000 - $999,999: 1.00% $1,000,000+: 1.00%
$125 per hour for financial planning services
Main office
1207 Clairmont Place
Macon GA 31204, United States
Most active in
Georgia
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.
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
Advisors at this firm
Julian H
ChFC®, Series 63
Cumming, GA
Solomon Investments & Financial Planning, LLC
Julian Harwell is a financial advisor at Solomon Investments & Financial Planning, LLC with over 53 years of industry experience. He holds the ChFC® and Series 63 designations and has worked at firms including Ameritas Investment Corp and Dominion Investor Services. Outside of his advisory role, he owns J.F.H. Financial Solutions, a business focused on marketing life insurance and retirement planning products, and serves on the board of the Kimberly Chance Atkins Foundation, a nonprofit supporting women with breast cancer. Solomon Investments & Financial Planning provides fee-based financial planning, asset-allocation management through a third-party program, and retirement-plan advisory services to individuals, businesses, and tax-exempt organizations. The firm conducts public educational seminars and combines non-discretionary retail asset allocation with pension consulting and ERISA plan management services.
Trent S
Series 63, Series 65
Macon, GA
Solomon Investments & Financial Planning, LLC
Trent Solomon is a financial advisor with Solomon Investments & Financial Planning, LLC, holding Series 63 and Series 65 credentials and over 23 years of industry experience. He has worked with Calton & Associates, Dominion Investor Services, and Cambridge Investment Research. Outside of his financial advisory work, he is a co-founder of Joshua's Wish, a nonprofit organization supporting pediatric cancer research and providing assistance to affected families. Solomon Investments & Financial Planning offers fee-based financial planning, asset-allocation management through a third-party program, and retirement-plan advisory services to individuals, businesses, and tax-exempt organizations. The firm provides public educational seminars and implements asset allocations primarily on a non-discretionary basis.
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.
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. Advisors are independent and may not have reviewed or updated this information. Please review an advisor's Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")