S

Solomon Investments & Financial Planning, LLC

Updated today

Client assets under management

$4,000,000

Clients

75

0% high-net worth

Advisors

2

of 2 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

38

Low

Average account size

$53,333

About

Solomon Investments & Financial Planning provides fee-based financial planning, asset-allocation management through a third‑party program, and retirement-plan advisory services to individuals, businesses, and tax-exempt organizations. The firm offers financial planning and consulting on an hourly basis and conducts public seminars and workshops that are educational and provided at no charge.

For individual investment accounts the firm implements asset-allocation recommendations on a primarily non‑discretionary basis using a program administered by a third‑party investment adviser and monitors allocations regularly. For employer retirement plans it offers pension consulting and may serve as either an ERISA 3(21) non‑discretionary adviser or a 3(38) discretionary investment manager, with services documented in plan agreements.

The firm is affiliated with an insurance business and the managing member also operates as a registered representative of a broker‑dealer, activities that may result in commission‑based compensation and are disclosed as potential conflicts of interest. It is notable among peers for combining non‑discretionary retail asset allocation, formal ERISA plan consulting options, and public educational workshops alongside its insurance and broker‑dealer affiliations.

Client services

Financial planning Portfolio management Pension consulting Educational seminars or workshops

Expertise

Retirement income strategy Social Security optimization College savings (529s, UTMA, etc.) Divorce financial planning

Fee options

Percentage

$0 - $99,999: 1.00% $100,000 - $499,999: 1.00% $500,000 - $999,999: 1.00% $1,000,000+: 1.00%

Project-based

$125 per hour for financial planning services

Main office location

Solomon Investments & Financial Planning, LLC

1207 Clairmont Place

Macon GA 31204, United States

Number of offices

2

Most active in

Georgia

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Quick links

Advisors at this firm

user avatar

Julian H

ChFC®, Series 63

Cumming, GA

Solomon Investments & Financial Planning, LLC

Julian Harwell is a ChFC® credentialed financial advisor with 52 years of industry experience. He is the managing member of Solomon Investments & Financial Planning, LLC, an independent firm he has led since 2018. Prior to this, he held roles at Ameritas Investment Corp and Ameritas Life Insurance Corp and has operated J.F.H. Financial Solutions since 1991. Harwell serves on the board of the Kimberly Chance Atkins Foundation, a nonprofit focused on breast cancer support for women. Solomon Investments & Financial Planning provides fee-based financial planning, asset-allocation management through a third-party program, and retirement-plan advisory services to individuals, businesses, and tax-exempt organizations. The firm offers hourly financial consulting and free public educational seminars, combining non-discretionary retail asset allocation with formal ERISA plan consulting and public workshops.

Retirement income strategy Social Security optimization College savings (529s, UTMA, etc.) Divorce financial planning
user avatar

Trent S

Series 63, Series 65

Macon, GA

Solomon Investments & Financial Planning, LLC

Trent Solomon is the sole advisor at Solomon Investments & Financial Planning, LLC in Macon, GA, with 23 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Calton & Associates, Inc., Dominion Investor Services, Inc., and Cambridge Investment Research. Outside of his advisory work, he co-founded Joshua's Wish, a nonprofit supporting pediatric cancer research and providing financial assistance to families. Solomon Investments & Financial Planning offers fee-based financial planning, asset-allocation management through a third-party program, and retirement-plan advisory services to individuals, businesses, and tax-exempt organizations. The firm also conducts free public seminars and provides pension consulting services for employer retirement plans.

Retirement income strategy Social Security optimization College savings (529s, UTMA, etc.) Divorce financial planning
Warmer team member

Not sure where to start?

We'll help you think it through – whether you ultimately need an advisor or not.

Call (201) 292-4557

Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.

By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. ("Warmer")