# Julia Lorenz-Olson

> Julia Lorenz-Olson is a fee-only financial advisor at Solstice Wealth in Austin, Texas, who holds the CFP credential. Solstice Wealth reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

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

## Facts

- **Firm:** Solstice Wealth
- **Based in:** Austin, Texas
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Assets under management (firm):** $53M across 84 accounts
- **Credentials:** CFP
- **CRD:** 7609539 (https://adviserinfo.sec.gov/individual/summary/7609539)
- **SEC registration:** Investment adviser representative in TX
- **Exams passed:** Series 65 (2025)
- **Firm size:** 3 employees
- **Disclosures:** None reported
- **Website:** https://www.solsticewealth.co/

## Frequently asked questions

### Is Julia Lorenz-Olson a fee-only financial advisor?

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

### How does Julia charge for financial advice?

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

### Where is Julia Lorenz-Olson based?

Julia Lorenz-Olson is based in Austin, Texas.

### What credentials does Julia Lorenz-Olson hold?

Julia Lorenz-Olson holds the CFP credential.

### Is Julia Lorenz-Olson registered with the SEC?

Yes. Julia Lorenz-Olson is registered as an investment adviser representative in TX (CRD 7609539), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Solstice Wealth manage?

Solstice Wealth reports $53M across 84 accounts in assets under management.

### How do I contact Julia Lorenz-Olson?

Through Julia's website, www.solsticewealth.co.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/7609539): 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.