SOLVE Consulting Group, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$54,447,561
Clients
65
26% high-net worth
Advisors
1
of 2 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
65
HighAverage account size
$837,655
About
SOLVE Consulting Group provides investment advisory and financial planning services to individual and high‑net‑worth clients, offering tailored portfolio management alongside financial consulting on retirement, estate, tax, charitable, education and debt planning. The firm documents client objectives in an investment policy statement and delivers ongoing monitoring and client‑specific recommendations.
The firm’s investment process combines fundamental analysis and modern portfolio theory and generally pursues a long‑term trading strategy using equities, fixed income, ETFs, TIPS, REITs and select non‑U.S. securities. Portfolios are constructed to align with documented risk tolerance and time horizon, and SOLVE typically seeks discretionary authority to implement model allocations and performs regular (at least monthly) account reviews.
A distinctive feature is that one or more of the firm’s principals are licensed attorneys who may, outside of the advisory engagement, offer legal input or make referrals — a relationship the firm discloses and treats as a potential conflict of interest. SOLVE also requires clients to use a specific institutional custodian and receives institutional research and related services that support its investment work, while managing both discretionary and non‑discretionary assets for a relatively small client base.
Client services
Financial planning
Portfolio management
Expertise
Wealth management
General estate planning guidance
Charitable giving & philanthropy
General retirement planning
Fee options
$0 - $1,000,000: 0.80% $1,000,000 - $2,000,000: 0.70% $2,000,000 - $3,000,000: 0.60% $3,000,000 - $4,000,000: 0.50% $4,000,000 - $5,000,000: 0.40% $5,000,000 - $6,000,000: 0.30% $6,000,000+: 0.20%
Fee-only: No separate fees for financial planning or consultations.
Main office location
SOLVE Consulting Group, LLC
127 West Berry Street, Suite 333
Fort Wayne IN 46802, United States
Number of offices
1
Most active in
SOLVE Consulting Group, LLC has reported serving >5 clients in these states in the last 12 months.
Indiana
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 active or affiliated with:
Lawyer
They provide legal services, typically billed separately.
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.
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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.
-
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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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
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