Julia Lorenz-Olson
Solstice Wealth · Austin, Texas
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.
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Facts
| Firm | Solstice Wealth |
|---|---|
| Based in | Austin, Texas |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $53M across 84 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in TX · CRD 7609539 |
| Exams passed | Series 65 (2025) |
| Firm size | 3 employees |
| Disclosures | None reported |
| Website | www.solsticewealth.co |
How Julia's firm compares
- Solstice Wealth's average account is about $631,000, from its Form ADV (assets managed divided by 84 accounts).
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Questions about Julia
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Austin
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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