Advisor at Opes Wealth Management, 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.
Firm
Opes Wealth Management, LLC
Location
Menlo Park, CA 94025
Credentials
Series 65, Series 66
Industry experience
10 years
Nolan Solano is a financial advisor at Opes Wealth Management, LLC with 10 years of industry experience. He holds Series 65 and Series 66 licenses and has worked at Opes Wealth Management since 2019. In addition to his advisory role, Solano is an independent mortgage broker involved in residential mortgage origination through HomeWise Capital Advisors. Opes Wealth Management provides discretionary investment management and financial planning to individuals, business entities, and trusts. The firm manages approximately $665 million across several hundred client relationships, offering customized portfolios primarily using mutual funds and ETFs with a generally long-term orientation complemented by occasional shorter-term trading.
Based on Opes Wealth Management, LLC
Based on Opes Wealth Management, LLC
Additional financial planning service fee of $1,500 upon request; typical financial planning minimum annual flat fee of $3,500.
$0 - $1,000,000: 1.25% for Opes Premier Services $1,000,000 - $2,000,000: 0.65% for Opes Premier Services $2,000,000 - $5,000,000: 0.55% for Opes Premier Services $5,000,000+: 0.35% for Opes Premier Services $0 - $1,000,000: 1.0% for Opes Select Services $1,000,000 - $2,000,000: 0.6% for Opes Select Services $2,000,000 - $5,000,000: 0.5% for Opes Select Services $5,000,000+: 0.3% for Opes Select Services $0 - $1,000,000: 0.75% for Opes Access Services $1,000,000 - $5,000,000: 0.45% for Opes Access Services $5,000,000+: 0.3% for Opes Access Services
Hourly increments charged as mutually agreed in a separate planning contract for financial planning services.
Account minimum: $700,000 for Opes Premier Services, $350,000 for Opes Select Services, $50,000 for Opes Access Services Minimum fee: Planning and Consulting Services minimum annual flat fee of $3,500, or as otherwise mutually agreed upon Fee-only: Fee-only basis for discretionary investment advisory services.
535 Middlefield Road, Suite 160
Menlo Park, CA 94025
California
Opes Wealth Management LLC
2019 - Present (7 years)
Norcal Home Loans
2009 - Present (17 years)
Opes Advisors Inc
2009 - Present (17 years)
Paine Webber Inc.
2000 - Present (26 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
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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I specialize in helping families make better financial decisions related to stock options and RSUs. I know we’re saving enough for retirement in 401k’s, but my wife and I still have serious conversations about how to use her company stock to help live the life we want. Our issues require significant financial planning that firms focused on AUM can't help with. In my free time, I coach my three kids sports teams, play softball, golf, ski in Incline Village, and work on the NYTimes Crossword puzzle with my wife, Jessica. If you ever see me out and about, I’m the guy wearing something UCLA, Chargers, Padres, or Warriors. Listen to Aaron's podcast here: https://mindmoneyspectrum.buzzsprout.com/
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