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Solutions 4 Wealth

Updated today

Client AUM

$185,717,720

Clients

201

Advisors

4

of 5 employees

About

Solutions 4 Wealth serves individuals (including high‑net‑worth clients), pension and profit‑sharing plans, trusts, estates, partnerships, and private funds, offering discretionary asset management, model‑portfolio implementation, and financial planning. The firm also provides advice, due diligence, and ongoing monitoring for private placements and other pooled investment vehicles for qualified investors.

The firm’s investment approach is grounded in a market‑mirroring philosophy, using broadly diversified model portfolios, a buy‑and‑hold orientation, and periodic rebalancing under discretionary authority to align portfolios with client objectives and risk tolerance. When evaluating private investments, Solutions 4 Wealth conducts in‑person due diligence and places limits on client exposure to individual private offerings.

What distinguishes the firm from many peers is its role as adviser and organizer of pooled real‑estate investments through affiliated entities and its solicitation of clients into single‑purpose private funds, with related‑party arrangements and conflicts disclosed in offering documents. The firm also operates affiliated insurance and consulting businesses and explicitly limits its use of artificial intelligence to administrative purposes, describing oversight and controls to manage associated risks.

Client services

Financial planning Portfolio management Educational seminars or workshops

Expertise

Private / alternative investments Real estate investing Tax-loss harvesting Wealth management

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Fee options

Fixed

Fixed fees for financial planning services and specific S4W named products up to $10,000

Percentage

$0 - $4,000,000: 1.0% $4,000,001 - $6,000,000: 0.75% $6,000,001 - $10,000,000: 0.60% $10,000,001+: 0.50%

Other

Minimum fee: $1,500 annual minimum fee Fee-only: Fixed fees for financial planning up to $10,000; may be included in AUM fee or charged separately

Main office

566 North Kimball Ave, Suite 120

Southlake TX 76092

Advisors at this office

4

Most active in

Florida · New Hampshire · South Carolina · Texas

Also doing business as

Solutions 4 Wealth · Solutions 4 Wealth, Ltd

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

Edward F

Series 63, Series 65

Southlake, TX

Solutions 4 Wealth

Edward Farmer is a financial advisor with Solutions 4 Wealth in Southlake, TX, holding Series 63 and Series 65 licenses and bringing 18 years of industry experience. He has been with Solutions 4 Wealth since 2007 and is also associated with Advanced Planning Incorporated as an insurance agent. Solutions 4 Wealth is a team-based registered investment adviser that serves individuals, high-net-worth clients, pension and profit-sharing plans, trusts, partnerships, and private fund investors. The firm offers discretionary asset management through diversified, market-mirroring model portfolios with a buy-and-hold approach, ongoing portfolio monitoring, and financial planning services.

Private / alternative investments Real estate investing Tax-loss harvesting Wealth management
user avatar

Suzanne F

Series 63, Series 65

Southlake, TX

Solutions 4 Wealth

Suzanne Fitzgerald is a financial advisor with Solutions 4 Wealth in Plano, TX, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. She has worked at Solutions 4 Wealth, Advanced Planning, Inc., and Fitzgerald Wealth Strategies since 2019, and previously at Exencial Wealth Advisors from 2015 to 2019. Fitzgerald serves on the Parkland Hospital Foundation Planned Giving Council and is a board member at Plymouth State University. Solutions 4 Wealth is a team-based registered investment adviser serving individuals, high-net-worth clients, pension and profit-sharing plans, trusts, partnerships, and private fund investors. The firm emphasizes broadly diversified, market-mirroring model portfolios with a buy-and-hold approach, ongoing monitoring, and financial planning services, while also acting as an adviser and organizer of pooled real-estate investment vehicles.

Private / alternative investments Real estate investing Tax-loss harvesting Wealth management
user avatar

Donald H

Series 65

Southlake, TX

Solutions 4 Wealth

Donald Hatcher is a Series 65-credentialed advisor at Solutions 4 Wealth with eight years of industry experience. His prior work history includes roles at Textron Specialized Vehicles and Bell Helicopter. He is also the owner and insurance agent of Advanced Planning, Inc., where he oversees insurance sales and administrative operations. Additionally, he serves as president of Prestige Consulting Group, LLC, providing real estate consulting services. Solutions 4 Wealth serves individuals, plans, trusts, and private funds, offering discretionary asset management and financial planning with a market-mirroring investment approach. The firm is noted for advising pooled real-estate investments and single-purpose private funds, while maintaining explicit disclosures and oversight controls.

Private / alternative investments Real estate investing Tax-loss harvesting Wealth management
user avatar

Tyler W

Series 65

Southlake, TX

Solutions 4 Wealth

Tyler Wacaster is a financial advisor with Solutions 4 Wealth in Southlake, TX, holding a Series 65 designation and two years of industry experience. His prior roles include positions at AutoNation and New York Life. Solutions 4 Wealth is a team-based registered investment adviser serving individuals, high-net-worth clients, pension and profit-sharing plans, trusts, partnerships, and private fund investors. The firm offers discretionary asset management through broadly diversified, market-mirroring model portfolios, ongoing portfolio monitoring, and financial planning, and also sponsors pooled real-estate investment vehicles and single-purpose limited partnerships for accredited investors.

Private / alternative investments Real estate investing Tax-loss harvesting Wealth management
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