Solist Financial

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Client assets under management

$85,108,793

Clients

28% high-net worth

Advisors

of 1 employees

Firm type

Independent

1 advisor

Clients per advisor

Very High

Average account size

$1,091,138

About

Solist Wealth Management provides ongoing portfolio management and integrated financial planning to individuals, high‑net‑worth clients, pension and profit‑sharing plans, and corporate entities. The firm also offers pension consulting to employee benefit plans and prepares written investment policy statements tailored to each client’s goals, time horizon, and risk tolerance.

Investment decisions are typically discretionary and guided by client‑specific investment policy statements, with methods of analysis that include fundamental, quantitative, technical, cyclical, and modern portfolio theory. Portfolios may include mutual funds, ETFs, REITs, private placements and insurance products, and the firm discloses use of margin and options (derivatives) and long‑term trading where applicable.

The firm’s brochure discloses common ownership with affiliated insurance and mortgage businesses and that supervised persons are licensed to offer insurance and mortgage products, with procedures to manage the resulting conflicts of interest. It also highlights use of custodian soft‑dollar research, policies for fair allocation of limited investment opportunities, and an explicit pension consulting practice—elements that set its mix of services apart from many independent advisers.

Client services

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

Options & derivatives strategies Concentrated stock management Wealth management Annuities

Occupation focus

Founder/Business Owner Retired

Fee options

Percentage

$0 - $499,999: 1.30% $500,000 - $999,999: 1.15% $1,000,000 - $2,499,999: 1.00% $2,500,000 - $4,999,999: 0.90% $5,000,000 - $9,999,999: 0.80% $10,000,000 - $14,999,999: 0.70% $15,000,000 - $24,999,999: 0.50% $25,000,000+: 0.40%

Other

Account minimum: $1,000,000 (may be waived at discretion) Minimum fee: $7,500 minimum annual advisory fee Fee-only: Fee-only compensation; no commissions or sales charges accepted by the firm.

Main office location

Solist Financial

442 W Kennedy Blvd, Suite 290

Tampa FL 33606, United States

Number of offices

Most active in

District of Columbia · Florida

Disclosures

Business activities & affiliations

Is 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.

Fund sponsor

They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.

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.

Is not active or affiliated with:

Trust company

They provide trust and estate administration services, typically for separate fees.

Accountant / CPA / tax prep

They offer tax and accounting services, typically for separate fees.

Lawyer

They provide legal services, typically billed separately.

Forms ADV

Form ADV Part 2: Client Brochure

Quick links

LinkedIn Instagram Website 8132943737

Advisors at this firm

Vansh P

Series 65

Tampa, FL

Solist Financial

Options & derivatives strategies Concentrated stock management Wealth management Annuities Founder/Business Owner Retired

Michael R

Series 66

Tampa, FL

Solist Financial

Michael Rosenbach is the CEO and owner of Solist Financial with 10 years of industry experience. He holds a Series 66 designation and has worked at Merrill Lynch and UBS Financial Services before founding Solist Wealth Management. Outside of his advisory role, he owns and manages several related and unrelated businesses, including insurance, mortgage, and capital investment firms. Solist Wealth Management provides portfolio management and integrated financial planning to individuals, high-net-worth clients, pension and profit-sharing plans, and corporate entities. The firm employs discretionary investment decisions guided by client-specific investment policy statements and offers pension consulting tailored to client goals and risk tolerance.

Options & derivatives strategies Concentrated stock management Wealth management Annuities Founder/Business Owner Retired

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