Jamie Roth
Solyco Wealth · Hanover, Pennsylvania
Jamie Roth is a fee-only financial advisor at Solyco Wealth in Hanover, Pennsylvania. Jamie focuses on retirement planning. Solyco Wealth reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Specialties
Who they serve
- Retirees
- Pre-retirees
- Multi-generational families
Facts
| Firm | Solyco Wealth |
|---|---|
| Based in | Hanover, Pennsylvania |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $116.2M across 238 accounts |
| SEC registration | Investment adviser representative in IL, MI, NC, OH, PA · CRD 6764660 |
| Exams passed | Series 63 (2017) · Series 65 (2024) |
| Firm size | 4 employees |
| Disclosures | None reported |
| Website | www.solycowealth.com |
How Jamie's firm compares
- Solyco Wealth's average account is about $488,000, from its Form ADV (assets managed divided by 238 accounts).
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Questions about Jamie
Is Jamie Roth a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Jamie holds no broker registration, and Solyco Wealth reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Jamie charge for financial advice?
Jamie's firm, Solyco Wealth, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Jamie Roth based?
Jamie Roth is based in Hanover, Pennsylvania.
What does Jamie specialize in?
Jamie's specialties include retirement planning. Jamie works with retirees, pre-retirees and multi-generational families.
Is Jamie Roth registered with the SEC?
Yes. Jamie Roth is registered as an investment adviser representative in IL, MI, NC, OH and PA (CRD 6764660), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Solyco Wealth manage?
Solyco Wealth reports $116.2M across 238 accounts in assets under management.
How do I contact Jamie Roth?
Through Jamie's website, www.solycowealth.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
- Solyco Wealth website : specialties, clients served, and fees, checked October 30, 2026
- 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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