Solari Financial Planning, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$21,101,321
Total clients
15
0% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
15
Average account size
$1,406,755
About
The firm provides fee-only financial planning, portfolio design and investment advisory services to individuals, families, trusts, estates and small plans through broad-based or modular engagements. Services range from single-topic consultations to comprehensive financial plans and ongoing investment management tied to those plans.
Investment approach emphasizes asset allocation, low-cost diversified vehicles (including index mutual funds and ETFs), tax-efficiency considerations and periodic rebalancing, with investment policy statements used to guide recommendations. Investment management is delivered on a non-discretionary basis, requiring client pre-approval for transactions, and the firm does not accept commissions or performance‑based compensation.
Compared with many peers, the firm reports $21,101,321 in non‑discretionary regulatory assets under management (12/31/2025) and relies on fixed or hourly planning and management fees instead of a percentage‑of‑AUM model. The brochure also discloses participation in its custodian’s advisor‑support program and receipt of related services and benefits, and the firm notes third‑party ratings in its public materials.
Client services
Financial planning
Portfolio management
Expertise
Cash flow / budgeting
Debt management
Fee options
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.
Main office location
Solari Financial Planning, LLC
Goffstown NH, United States
Number of offices
1
Most active in
Solari Financial Planning, LLC has reported serving >5 clients in these states in the last 12 months.
Massachusetts · New Hampshire · Texas
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
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 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
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