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- Custodian
- Charles Schwab & Company ยท TD Ameritrade
- Clients
- Retail and Institutional
- Platforms
- Alpha northHorizon catalyst +more
- Established Date
- 02-19-2003
- Office Locations
- 1
Office Locations
About Financial Solutions
Financial Solutions is a Virginia-registered RIA led by president John Whitby Fiege, providing goal-oriented financial planning and investment management for individuals (including retirees, business owners, and physicians) and institutional clients. Portfolios are ETF-centric with complementary fixed income and cash sleeves, and clients can access accounts via a Schwab client portal. Offers support across retirement, tax, estate, and insurance planning.
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Owner & Executives
JOHN WHITBY FIEGE
Investment Advisor, President
- CRD
- #4623902
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $64,686,606 | -- |
| Non-Discretionary | $0 | -- |
| Total | $64,686,606 | -- |
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Separately Managed Accounts
Total SMA Asset: $64,686,606
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,211,813,845 | 26.0% |
| Cash | $503,368,828 | 10.8% |
| Corporate - Investment Grade | $424,134,846 | 9.1% |
| Municipal Bonds | $922,842,851 | 19.8% |
| U.S. Government/Agency | $694,462,549 | 14.9% |
| Corporate - Non-Investment Grade | $904,199,560 | 19.4% |
| Total | $4,660,822,479 | 100.0% |