Kevin Ellis-Rutherford
Solyco Wealth · Birmingham, Michigan
Kevin Ellis-Rutherford is a fee-only financial advisor at Solyco Wealth in Birmingham, Michigan. Kevin 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 | Birmingham, Michigan |
| 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 KS, OH · CRD 7304019 |
| Exams passed | Series 65 (2023) |
| Firm size | 4 employees |
| Disclosures | None reported |
| Website | www.solycowealth.com |
How Kevin'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 Kevin
Is Kevin Ellis-Rutherford a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Kevin 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 Kevin charge for financial advice?
Kevin's firm, Solyco Wealth, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Kevin Ellis-Rutherford based?
Kevin Ellis-Rutherford is based in Birmingham, Michigan.
What does Kevin specialize in?
Kevin's specialties include retirement planning. Kevin works with retirees, pre-retirees and multi-generational families.
Is Kevin Ellis-Rutherford registered with the SEC?
Yes. Kevin Ellis-Rutherford is registered as an investment adviser representative in KS and OH (CRD 7304019), 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 Kevin Ellis-Rutherford?
Through Kevin'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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