Solstice Wealth

Updated today

Find your advisor

Client assets under management

$53,000,000

Clients

13% high-net worth

Advisors

of 3 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

Typical

Average account size

$630,952

About

Solstice Wealth serves individual and high-net-worth clients, providing portfolio management, selection and oversight of outside managers, and comprehensive financial planning. Its planning services cover retirement, estate, tax, college savings, cash‑flow and business planning and are implemented via client‑specific investment policy statements and asset‑allocation targets.

The firm’s investment approach emphasizes passive management using diversified index funds and ETFs, supplemented by third‑party model portfolios and outside managers. Solstice Wealth manages the majority of its assets on a non‑discretionary basis, and it uses Altruist’s Model Marketplace and related tax‑management tools to implement and monitor model allocations.

Compared with peers, Solstice Wealth is notable for combining predominantly non‑discretionary asset management with platform integrations (Altruist and Betterment Institutional) that provide model access, digital account support, and institutional services. The advisory team pairs passive portfolio construction with financial planning and counseling expertise to inform ongoing reviews and client‑specific implementation.

Client services

Financial planning Portfolio management Selection of other advisers

Expertise

Cash flow / budgeting Debt management College savings (529s, UTMA, etc.) Business sale tax planning

Fee options

Percentage

$1 - $1,000,000: 1% $1,000,001 - $5,000,000: 0.85% $5,000,001 - $10,000,000: 0.75% $10,000,001+: 0.65%

Other

Account minimum: $500,000 Minimum fee: One-time Onboarding Fee of $2,000 Fee-only: Financial planning services (comprehensive financial planning) provided for a fee, separate from AUM fees

Main office location

Solstice Wealth

14205 N Mopac Expy, 5 Th Floor

Austin TX 78728, United States

Number of offices

Most active in

Texas

Disclosures

Business activities & affiliations

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.

Bank

They're affiliated with a bank that may offer its own financial products and services.

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.

Accountant / CPA / tax prep

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

Lawyer

They provide legal services, typically billed separately.

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.

Forms ADV

Form ADV Part 2: Client Brochure

Quick links

LinkedIn Website 512-294-4385

Advisors at this firm

Julia L

Series 65

Austin, TX

Solstice Wealth

Julia Lorenz Olson is a financial advisor at The Art of Finance LLC in Austin, TX, holding a Series 65 designation. She has been with The Art of Finance since 2017 and previously worked at Legacy Mutual Mortgage from 2014 to 2017. The Art of Finance is a two-advisor registered investment adviser serving individual and high-net-worth clients with portfolio management and comprehensive financial planning. The firm emphasizes passive portfolio construction using low-cost index funds and ETFs, managing client assets primarily on a non-discretionary basis, and coordinates planning with clients’ outside attorneys and tax professionals.

Cash flow / budgeting Debt management College savings (529s, UTMA, etc.) Business sale tax planning

Philip O

CFP®, Series 63, Series 65

Austin, TX

Solstice Wealth

Philip Olson is a CFP® with 12 years of industry experience, currently serving as an advisor at The Art of Finance LLC in Austin, TX. He has been with the firm since 2015. The Art of Finance is a two-advisor registered investment adviser that provides portfolio management and comprehensive financial planning services to individual and high-net-worth clients. The firm emphasizes passive portfolio construction using low-cost index funds and ETFs and typically manages client assets on a non-discretionary basis, allowing clients to retain final authority over investment decisions.

Cash flow / budgeting Debt management College savings (529s, UTMA, etc.) Business sale tax planning

Not sure where to start?

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

Warmer helps you compare advisors clearly — so you can choose with confidence.

Find your advisor

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

Find the right match for you

Answer a few quick questions and we'll tailor results to your goals, so you can hire smarter.

Find your advisor

A smarter way to hire an advisor

Compare and choose confidently

Warmer combines best-in-class advisor data with guidance to help you clarify what you need, understand why an advisor may—or may not—fit, and move forward with confidence.

How Warmer works

Thoughtfully vetted, clearly explained

We review rigorously and transparently

Get to know your advisors' credentials, disciplinary history, specialization, client fit, and communication style. We're selective about who we recommend—and tell you why we think someone fits your situation.

Our methodology

Always free and always on your side

Free. Confidence that lasts

We help you book free consultations with your matches. You only pay an advisor if you decide to hire them. And our support doesn't end with an introduction—we're here to make sure the relationship works for you—and if not, to navigate next steps with clarity.

Our ongoing support