Solstice Wealth
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Solstice Wealth provides investment management and comprehensive financial planning to individual and high‑net‑worth clients, managing about $53 million for a compact client roster. The firm offers tailored portfolios, assistance selecting and monitoring outside managers, and ongoing planning across retirement, tax, estate, cash‑flow, and insurance topics.
The firm primarily uses a passive investment approach built with index mutual funds and ETFs and accesses model portfolios and tax‑management tools through a model marketplace (including Altruist) and custodian platforms. Uncommonly for firms in its peer group, Solstice reports that most assets are managed on a non‑discretionary basis, meaning the firm provides continuous advice but clients or outside managers retain final trading authority.
Compared with peers, Solstice combines a small two‑advisor structure and use of third‑party managers and platform models with institutional platform relationships that provide digital onboarding, reporting, and practice‑management support. The firm also does not vote client proxies and relies on custodial/platform arrangements (e.g., Betterment Institutional and Altruist) that include ancillary support services and soft‑dollar benefits, which can affect how custody and execution services are provided.
Client services
Expertise
Fee options
$1 - $1,000,000: 1% $1,000,001 - $5,000,000: 0.85% $5,000,001 - $10,000,000: 0.75% $10,000,001+: 0.65%
Account minimum: $500,000 (negotiable) Minimum fee: One-time Onboarding Fee of $2,000 for new clients Fee-only: Advisory fees based on asset management; no commissions received by firm
Main office
14205 N Mopac Expy, 5th Floor
Austin TX 78728
Advisors at this office
2
Most active in
Texas
Also doing business as
Solstice Wealth · The Art Of Finance LLC · The Art Of Finance, LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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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.
Forms ADV
Quick links
Advisors at this firm
Julia L
CFP®, Series 65
Austin, TX
Solstice Wealth
Julia Lorenz Olson is a CFP® and Series 65-registered advisor with one year of experience, currently serving clients at Solstice Wealth in Austin, TX. She previously worked at The Art of Finance for nine years and Legacy Mutual Mortgage for three years. Solstice Wealth provides investment management and comprehensive financial planning to individual and high-net-worth clients, managing approximately $53 million. The firm uses a primarily passive investment approach built with index mutual funds and ETFs, offering tailored portfolios and continuous advice while clients or outside managers retain final trading authority.
Philip O
CFP®, Series 63, Series 65
Austin, TX
Solstice Wealth
Philip Olson is a CFP® professional with 13 years of industry experience, currently serving as an advisor at Solstice Wealth in Austin, TX. His prior work includes roles at The Art of Finance, LLC, Ameritas Investment Company, LLC, and New England Securities. Solstice Wealth provides investment management and comprehensive financial planning to individual and high-net-worth clients, managing approximately $53 million. The firm employs a primarily passive investment approach using index mutual funds and ETFs, offering tailored portfolios and ongoing planning across retirement, tax, estate, cash-flow, and insurance topics, with most assets managed on a non-discretionary basis.
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