# Derek Soliz

> Derek Soliz is a fee-only financial advisor at Fulcrum Wealth Management in Plano, Texas. Fulcrum Wealth Management reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/derek-soliz/
Built from SEC adviser records; last checked October 30, 2026.

## Facts

- **Firm:** Fulcrum Wealth Management
- **Based in:** Plano, Texas
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Assets under management (firm):** $192.8M across 741 accounts
- **CRD:** 5392815 (https://adviserinfo.sec.gov/individual/summary/5392815)
- **SEC registration:** Investment adviser representative in TX
- **Exams passed:** Series 63 (2008), Series 66 (2011)
- **Firm size:** 4 employees
- **Disclosures:** None reported
- **Website:** http://www.fulcrumeq.com

## Frequently asked questions

### Is Derek Soliz a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Derek holds no broker registration, and Fulcrum Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Derek charge for financial advice?

Derek's firm, Fulcrum Wealth Management, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

### Where is Derek Soliz based?

Derek Soliz is based in Plano, Texas.

### Is Derek Soliz registered with the SEC?

Yes. Derek Soliz is registered as an investment adviser representative in TX (CRD 5392815), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Fulcrum Wealth Management manage?

Fulcrum Wealth Management reports $192.8M across 741 accounts in assets under management.

### How do I contact Derek Soliz?

Through Derek's website, www.fulcrumeq.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/5392815): the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.