$21.1M Total AUM
$0 Disc. AUM
-- 3Y CAGR
1 Employees
75 ADV. Clients
13 yrs Firm Age
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- Custodian
- Altruist
- Clients
- Retail
- Platforms
- Available
- Established Date
- 05-17-2013
- Office Locations
- 1
Office Locations
-- Goffstown NH
About Solari Financial Planning, LLC
Solari Financial Planning is an independent, fee-only CFP® practice led by fiduciary Michael Solari, providing retirement-focused financial planning and ongoing investment management. Serves individuals across the U.S. via virtual planning, with offices in Bedford, NH and Boston, MA, and emphasizes diversified, tax-aware portfolio construction (often using index funds).
Team overview
39 AVG AGE
$21.1M AVG AUM / ADVISOR
$281.4K AVG AUM / CLIENT
13.2 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
13yrs Firm Age
Insights
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Asset Classes
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Client Personas
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Investment Themes
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Investment Vehicles
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Services
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Technology
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Owner & Executives
MICHAEL ANTHONY SOLARI
Financial Planner, PRINCIPAL
- CRD
- #5702111
- Ownership
- 75% or more
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $21,101,321 | -- |
| Total | $21,101,321 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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