Advisor at Soltis Investment Advisors, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Location
St. George, UT 84770
Credentials
Series 66
Industry experience
8 years
Melissa Spragg is a financial advisor at Soltis Investment Advisors, LLC with eight years of industry experience. She holds the Series 66 designation and has previously worked at Merrill and Bank of America, N.A. Outside of her advisory career, she was involved with Warrior Mouthguards LLC for five years. Soltis Investment Advisors serves individual investors, institutions, corporations, charitable organizations, and pension/401(k) plans. The firm employs a manager selection and portfolio construction process that integrates Modern Portfolio Theory, quantitative screening, and qualitative due diligence, offering discretionary portfolio management, financial planning, and consulting services.
Based on Soltis Investment Advisors, LLC
Based on Soltis Investment Advisors, LLC
Financial planning and consulting fees generally range from $500 to $50,000 fixed fee.
$0 - $1,000,000: 1.25% $1,000,000 - $2,000,000: 1.15% $2,000,000 - $5,000,000: 0.90% $5,000,000 - $10,000,000: 0.80% $10,000,000+: To be negotiated with Client
Performance-based fees offered to Qualified Clients contingent on performance exceeding benchmarks.
Account minimum: $750,000 Fee-only: Financial planning and consulting fees generally range from $500 to $50,000 fixed fee, or $2,500 to $6,000 per month; fees are negotiable.
20 North Main St, Suite 400
St. George, UT 84770
Utah
Soltis Investment Advisors LLC
2022 - Present (4 years)
Bank of AMerica, N.A.
2019 - 2022 (3 years)
Merrill
2016 - 2022 (6 years)
Warrior Mouthguards LLC
2013 - 2018 (5 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not 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.
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.
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.
CFP®, Series 63, Series 66
St. George, UT
Copperlion Investments
Brandon Henrie is a CFP®-designated financial advisor with 15 years of industry experience. He is the principal of CopperLion Investments, an independent firm based in St. George, Utah. Since 2014, he has also served as a retirement planning advisor for the Utah Retirement System, providing asset allocation advice without selling investment products. CopperLion Investments offers discretionary and non-discretionary portfolio management and limited financial planning services to individuals, high-net-worth clients, pensions, and business entities. The firm uses asset-allocation models based on fundamental, technical, cyclical, macroeconomic, and charting analysis, tailoring portfolios to client risk profiles and restrictions.
CFP®, Series 63, Series 65
Saint George, UT
Hansen Wealth Management
Brian Hansen is a CFP® professional with 16 years of industry experience, operating Hansen Wealth Management in Saint George, UT. He has managed his independent firm since 1995. Hansen Wealth Management provides personalized financial planning and discretionary investment management primarily for high-net-worth individuals, trusts, estates, corporations, and other business entities. The firm uses a core-and-satellite investment approach combining passive index and ETF holdings with selective active funds, focusing on global diversification and tailored client portfolios.
Series 65
St. George, UT
Snow Canyon Financial Planning LLC
Andrew Wilcox is a financial advisor at Snow Canyon Financial Planning LLC in St. George, UT, holding a Series 65 designation with two years of industry experience. His prior experience includes roles at Soltis Investment Advisors and several positions in education and community organizations. Snow Canyon Financial Planning LLC offers discretionary portfolio management, pension consulting, and standalone financial planning services to individuals, high-net-worth clients, and pension/profit-sharing plans. The firm combines cyclical and fundamental analysis with modern portfolio theory, emphasizing long-term trading and providing quarterly account reviews and written investment policy statements.
Series 63, Series 65
Saint George, UT
Managed Wealth Advantage, LLC
David Polatis is the managing member of Managed Wealth Advantage, LLC in Saint George, UT, with 15 years of industry experience. He holds Series 63 and Series 65 licenses and has operated an insurance business, Quadson Investments, LLC dba Senior Advantage, since 1999. Polatis has also been self-employed in life and health insurance sales since 1994. Managed Wealth Advantage provides comprehensive financial planning and consulting to individual clients, referring investment management to a third-party money manager rather than managing portfolios directly. The firm focuses on fixed-fee financial planning covering cash flow, retirement, tax, insurance, and estate topics while outsourcing investment management exclusively to Gradient Investments, LLC.
CFP®, Series 63, Series 65
St. George, UT
ROI Capital Management
Michaeljohn Kudlik is a CFP® with 38 years of industry experience, currently serving as the sole advisor at ROI Capital Management. His background includes roles at Southern Star Storage, Emerson Equity LLC, and Financial Service Group, LLC, among others. He is also involved in managing self-storage real estate assets through Southern Star Storage. ROI Capital Management provides non-discretionary portfolio management and financial planning to individuals, high-net-worth clients, pension and profit-sharing plans, and business entities. The firm employs fundamental analysis and a long-term trading approach, focusing on investments such as real estate funds, equities, ETFs, and private placements.
Series 63, Series 65
Saint George, UT
WMX Advisors, LLC DBA Wealth Management Experience
Kody Rogers is a financial advisor with WMX Advisors, LLC doing business as Wealth Management Experience, holding Series 63 and Series 65 licenses and bringing 13 years of industry experience. His career includes roles at Wells Fargo Bank, Wells Fargo Advisors, Wells Fargo Clearing, CUNA Brokerage Services, and Goldenwest FCU. Rogers is also a registered Utah State Insurance Agent, licensed to recommend and sell variable life and variable annuity insurance products. WMX Advisors provides portfolio management, financial planning, and retirement plan administration services primarily for institutional and pooled accounts. The firm integrates fundamental and technical analysis to manage diversified portfolios, combining active equity strategies with passive fixed-income investments, and offers a range of fee structures including hourly planning consultations alongside asset-based management fees.
Not sure where to start?
We'll help you think it through – whether you ultimately need an advisor or not.
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
© 2026 Warmer Holdings Inc. ("Warmer")
