Advisor at Solari Financial Planning, LLC
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Firm
Solari Financial Planning, LLC
Location
Goffstown, NH
Credentials
CFP®, Series 66
Industry experience
15 years
Michael Solari is a Certified Financial Planner™ and holds a Series 66 license with 15 years of industry experience. He has been the sole advisor at Solari Financial Planning, LLC in Goffstown, NH since 2013. Solari Financial Planning, LLC provides fee-only financial planning and investment advisory services to individuals, families, trusts, estates, and small plans. The firm emphasizes asset allocation, low-cost diversified investments, tax efficiency, and non-discretionary, client-approved portfolio management.
Fixed fees for financial planning or investment management services ranging typically from $3,000 to $10,000 annually, with some arrangements involving deposits and monthly installments.
$150 to $300 per hour depending on scope and complexity; paraplanner/administrative support up to $120 per hour.
Fee-only: Hourly fees ranging from $150 to $300 per hour; fixed fees for financial planning typically from $3,000 to $10,000 per year; fixed fees for investment management typically from $3,000 to $15,000 per year, up to $25,000 for complex cases.
Goffstown, NH
Massachusetts · New Hampshire · Texas
Solari Financial Planning, LLC
2013 - Present (13 years)
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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.
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.
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