Derek Soliz
Fulcrum Wealth Management · Plano, Texas
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.
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Facts
| Firm | Fulcrum Wealth Management |
|---|---|
| Based in | Plano, Texas |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $192.8M across 741 accounts |
| SEC registration | Investment adviser representative in TX · CRD 5392815 |
| Exams passed | Series 63 (2008) · Series 66 (2011) |
| Firm size | 4 employees |
| Disclosures | None reported |
| Website | www.fulcrumeq.com |
How Derek's firm compares
- Fulcrum Wealth Management's average account is about $260,000, from its Form ADV (assets managed divided by 741 accounts).
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Questions about Derek
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : 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 : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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