Solutions 4 Wealth logo

Solutions 4 Wealth

Updated today

Client assets under management

$185,717,720

Clients

201

38% high-net worth

Advisors

5

of 5 employees

Firm type

Team

4-10 advisors or $500M+ in AUM

Clients per advisor

40

Low

Average account size

$923,969

About

Solutions 4 Wealth serves individuals (including high‑net‑worth clients), pension and profit‑sharing plans, trusts, estates, partnerships, and private funds, offering discretionary asset management, model‑portfolio implementation, and financial planning. The firm also provides advice, due diligence, and ongoing monitoring for private placements and other pooled investment vehicles for qualified investors.

The firm’s investment approach is grounded in a market‑mirroring philosophy, using broadly diversified model portfolios, a buy‑and‑hold orientation, and periodic rebalancing under discretionary authority to align portfolios with client objectives and risk tolerance. When evaluating private investments, Solutions 4 Wealth conducts in‑person due diligence and places limits on client exposure to individual private offerings.

What distinguishes the firm from many peers is its role as adviser and organizer of pooled real‑estate investments through affiliated entities and its solicitation of clients into single‑purpose private funds, with related‑party arrangements and conflicts disclosed in offering documents. The firm also operates affiliated insurance and consulting businesses and explicitly limits its use of artificial intelligence to administrative purposes, describing oversight and controls to manage associated risks.

Client services

Financial planning Portfolio management Educational seminars or workshops

Expertise

Private / alternative investments Real estate investing Tax-loss harvesting Wealth management

Fee options

Fixed

Fixed fees for financial planning services and specific S4W named products up to $10,000

Percentage

$0 - $4,000,000: 1.0% $4,000,001 - $6,000,000: 0.75% $6,000,001 - $10,000,000: 0.60% $10,000,001+: 0.50%

Other

Minimum fee: $1,500 annual minimum fee Fee-only: Fixed fees for financial planning up to $10,000; may be included in AUM fee or charged separately

Main office location

Solutions 4 Wealth

566 North Kimball Ave, Suite 120

Southlake TX 76092, United States

Number of offices

1

Most active in

Florida · New Hampshire · South Carolina · Texas

Disclosures

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

Business activities & affiliations

Advisors at this firm

user avatar

Edward F

Series 63, Series 65

Southlake, TX

Solutions 4 Wealth

Edward Farmer is a financial advisor with Solutions 4 Wealth in Southlake, TX, holding Series 63 and Series 65 licenses and bringing 18 years of industry experience. He has been with Solutions 4 Wealth since 2007 and is also associated with Advanced Planning Incorporated as an insurance agent. Solutions 4 Wealth is a team-based registered investment adviser that serves individuals, high-net-worth clients, pension and profit-sharing plans, trusts, partnerships, and private fund investors. The firm offers discretionary asset management through diversified, market-mirroring model portfolios with a buy-and-hold approach, ongoing portfolio monitoring, and financial planning services.

Private / alternative investments Real estate investing Tax-loss harvesting Wealth management
user avatar

Hunter W

Series 63, Series 66

Southlake, TX

Solutions 4 Wealth

Hunter Wright is a financial advisor with Solutions 4 Wealth, holding Series 63 and Series 66 licenses and two years of industry experience. Prior to joining Solutions 4 Wealth, he worked at Fidelity Investments and Goosehead Insurance, among other roles. Solutions 4 Wealth is a team-based registered investment adviser serving individuals, high-net-worth clients, pension and profit-sharing plans, trusts, partnerships, and private fund investors. The firm offers discretionary asset management with broadly diversified, market-mirroring model portfolios, ongoing monitoring, and financial planning, and also acts as an adviser and organizer of pooled real-estate investment vehicles and private placements.

Private / alternative investments Real estate investing Tax-loss harvesting Wealth management
user avatar

Suzanne F

Series 63, Series 65

Southlake, TX

Solutions 4 Wealth

Suzanne Fitzgerald is a financial advisor with Solutions 4 Wealth in Plano, TX, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. She has worked at Solutions 4 Wealth, Advanced Planning, Inc., and Fitzgerald Wealth Strategies since 2019, and previously at Exencial Wealth Advisors from 2015 to 2019. Fitzgerald serves on the Parkland Hospital Foundation Planned Giving Council and is a board member at Plymouth State University. Solutions 4 Wealth is a team-based registered investment adviser serving individuals, high-net-worth clients, pension and profit-sharing plans, trusts, partnerships, and private fund investors. The firm emphasizes broadly diversified, market-mirroring model portfolios with a buy-and-hold approach, ongoing monitoring, and financial planning services, while also acting as an adviser and organizer of pooled real-estate investment vehicles.

Private / alternative investments Real estate investing Tax-loss harvesting Wealth management
user avatar

Donald H

Series 65

Southlake, TX

Solutions 4 Wealth

Donald Hatcher is a financial advisor with Solutions 4 Wealth in Southlake, TX, holding a Series 65 license and seven years of industry experience. He has worked at Solutions 4 Wealth and affiliated entities since 2018 and has prior experience with Textron Specialized Vehicles and Bell Helicopter. Outside of his advisory role, he owns and operates Advanced Planning, Inc., which provides insurance sales and services, and serves as president of Prestige Consulting Group, LLC, a real estate consulting firm. Solutions 4 Wealth is a team-based registered investment adviser serving individuals, high-net-worth clients, pension plans, trusts, partnerships, and private fund investors. The firm offers discretionary asset management through broadly diversified, market-mirroring model portfolios with a buy-and-hold approach, supplemented by due diligence and monitoring of private placements and alternative investments.

Private / alternative investments Real estate investing Tax-loss harvesting Wealth management
user avatar

Tyler W

Series 65

Southlake, TX

Solutions 4 Wealth

Tyler Wacaster is a financial advisor with Solutions 4 Wealth in Southlake, TX, holding a Series 65 designation and two years of industry experience. His prior roles include positions at AutoNation and New York Life. Solutions 4 Wealth is a team-based registered investment adviser serving individuals, high-net-worth clients, pension and profit-sharing plans, trusts, partnerships, and private fund investors. The firm offers discretionary asset management through broadly diversified, market-mirroring model portfolios, ongoing portfolio monitoring, and financial planning, and also sponsors pooled real-estate investment vehicles and single-purpose limited partnerships for accredited investors.

Private / alternative investments Real estate investing Tax-loss harvesting Wealth management
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