Solstice Wealth
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About
Solstice Wealth serves individual and high-net-worth clients, providing portfolio management, selection and oversight of outside managers, and comprehensive financial planning. Its planning services cover retirement, estate, tax, college savings, cash‑flow and business planning and are implemented via client‑specific investment policy statements and asset‑allocation targets.
The firm’s investment approach emphasizes passive management using diversified index funds and ETFs, supplemented by third‑party model portfolios and outside managers. Solstice Wealth manages the majority of its assets on a non‑discretionary basis, and it uses Altruist’s Model Marketplace and related tax‑management tools to implement and monitor model allocations.
Compared with peers, Solstice Wealth is notable for combining predominantly non‑discretionary asset management with platform integrations (Altruist and Betterment Institutional) that provide model access, digital account support, and institutional services. The advisory team pairs passive portfolio construction with financial planning and counseling expertise to inform ongoing reviews and client‑specific implementation.
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 Minimum fee: One-time Onboarding Fee of $2,000 Fee-only: Financial planning services (comprehensive financial planning) provided for a fee, separate from AUM fees
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
Series 65
Austin, TX
Solstice Wealth
Julia Lorenz Olson is a financial advisor at Solstice Wealth in Austin, TX, holding a Series 65 designation with one year of industry experience. She has previously worked at The Art of Finance for nine years and Legacy Mutual Mortgage for three years. Solstice Wealth serves individual and high-net-worth clients by providing portfolio management, oversight of outside managers, and comprehensive financial planning that includes retirement, estate, tax, college savings, cash-flow, and business planning. The firm emphasizes passive management through diversified index funds and ETFs, managing most assets on a non-discretionary basis while integrating digital platforms like Altruist and Betterment Institutional for model implementation and account support.
Philip O
CFP®, Series 63, Series 65
Austin, TX
Solstice Wealth
Philip Olson is a CFP® with 12 years of industry experience, currently serving as an advisor at The Art of Finance LLC in Austin, TX. He has been with the firm since 2015. The Art of Finance is a two-advisor registered investment adviser that provides portfolio management and comprehensive financial planning services to individual and high-net-worth clients. The firm emphasizes passive portfolio construction using low-cost index funds and ETFs and typically manages client assets on a non-discretionary basis, allowing clients to retain final authority over investment decisions.
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