# Michael Solari

> Michael Solari is a fee-only financial advisor at Solari Financial Planning, LLC in Boston, Massachusetts, who holds the CFP and MS credentials. Solari Financial Planning, LLC reports charging hourly fees and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/michael-solari/
Built from public directory listings; last checked April 21, 2026.

## Facts

- **Firm:** Solari Financial Planning, LLC
- **Based in:** Boston, Massachusetts
- **Fee model (firm's Form ADV):** Hourly; Fixed fees
- **Works virtually:** Yes (firm's website)
- **Assets under management (firm):** $21.1M across 43 accounts
- **Credentials:** CFP, MS
- **CRD:** 5702111 (https://adviserinfo.sec.gov/individual/summary/5702111)
- **SEC registration:** Investment adviser representative in MA, NH, TX
- **Exams passed:** Series 66 (2010)
- **Firm size:** 1 employee
- **Disclosures:** None reported
- **Website:** https://solarifinancial.com

## Frequently asked questions

### Is Michael Solari a fee-only financial advisor?

Yes. Michael Solari is listed in the NAPFA directory (NAPFA admits only fee-only advisors). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Michael's firm.

### How does Michael charge for financial advice?

Michael's firm, Solari Financial Planning, LLC, reports charging hourly fees and fixed fees on its SEC Form ADV.

### Does Michael work with clients virtually?

Yes. Solari Financial Planning, LLC says on its website that it works with clients remotely.

### Where is Michael Solari based?

Michael Solari is based in Boston, Massachusetts.

### What credentials does Michael Solari hold?

Michael Solari holds the CFP and MS credentials.

### Is Michael Solari registered with the SEC?

Yes. Michael Solari is registered as an investment adviser representative in MA, NH and TX (CRD 5702111), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.

### How much does Solari Financial Planning, LLC manage?

Solari Financial Planning, LLC reports $21.1M across 43 accounts in assets under management.

### How do I contact Michael Solari?

Through Michael's website, solarifinancial.com.

## Sources

- NAPFA directory listing (https://www.napfa.org/find-an-advisor/firm/7381): NAPFA admits only fee-only advisors
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 27, 2026
- The firm's website (https://solarifinancial.com/): specialties, clients served, and fees, checked October 28, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.