Neal Solomon
Advisor at WealthPro, LLC
Updated today
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.
Firm
WealthPro, LLC
Location
Wilton, NY 12831
Credentials
CFP®, ChFC®, Series 63, Series 65
Industry experience
41 years
About
Neal Solomon is a CFP® and ChFC® with 41 years of experience in financial services. He is the founder and managing member of WealthPro, LLC and has held roles at The Strategic Financial Alliance, Inc. since 2005. Outside of advising, he occasionally sells internet domain names and serves as an expert witness and consultant in litigation matters. He is also involved in an audiology practice as a chief financial officer and manager. WealthPro, LLC provides financial planning, investment consulting, and portfolio management to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and other business entities. The firm primarily recommends and monitors independent investment managers and strategist-driven model portfolios, with a significant portion of assets managed on the AssetMark platform.
Client services
Based on WealthPro, LLC
Financial planning
Portfolio management
Selection of other advisers
Investment consulting + regular client update letters
Investment consulting + regular client update letters
Expertise
Based on WealthPro, LLC
Wealth management
Retirement plans for business owners (SEP, solo 401k)
Fee options
Financial planning fixed fees generally range from $3,000 to $12,000; possible fixed rates for certain consulting or beneficiary services.
$0 - $250,000: 1.65% (AssetMark Platform Advisory Fee Schedule) $250,000 - $500,000: 1.50% (AssetMark Platform Advisory Fee Schedule) $500,000 - $1,000,000: 1.30% (AssetMark Platform Advisory Fee Schedule) $1,000,000 - $2,000,000: 1.00% (AssetMark Platform Advisory Fee Schedule) $2,000,000+: 0.70% (AssetMark Platform Advisory Fee Schedule) $0 - $250,000: 1.25% (Manning & Napier for first $250,000) $250,000 - $500,000: 1.00% (Manning & Napier over $250,000) $500,000 - $2,000,000: 0.85% (Manning & Napier) $2,000,000+: 0.60% (Manning & Napier)
Associated Persons may offer brokerage services under commission arrangements via The Strategic Financial Alliance, Inc. (The SFA).
Hourly fees generally range from $350 to $800 for financial planning and consulting; $160 to $365 for certain administrative/support services.
Account minimum: $10,000 Minimum fee: Minimum annual fee of $3,125.00 with Manning & Napier accounts Fee-only: Financial planning fixed fees generally range from $3,000 to $12,000; hourly fees range from $350 to $800; administrative/support fees range from $160 to $365 per hour.
Location
12 Mountain Ledge Drive, Suite 2
Wilton, NY 12831
Most active in
Neal S has reported serving >5 clients in these states in the last 12 months.
New York
Work history
The Strategic Financial Alliance, Inc.
2014 - Present (12 years)
The Strategic Financial Alliance Inc.
2005 - Present (21 years)
WealthPro, LLC
2003 - Present (23 years)
Solomon Associates
1983 - Present (43 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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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.
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Robert H
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Bob Holbrook Holdings LLC
Cynthia Z
CFP®, Series 63, Series 65
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Saratoga Investment Solutions Inc.
Thomas D
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Saratoga Springs, NY
Dubois Capital Management LLC
Paul G
CFP®, Series 63
Saratoga Springs, NY
Portfolio Allocators LLC
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