Michael Solari
Solari Financial Planning, LLC · Boston, Massachusetts
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.
Request an introduction to Michael →
Facts
| Firm | Solari Financial Planning, LLC |
|---|---|
| Based in | Boston, Massachusetts |
| Fee model (firm's Form ADV) | Hourly · Fixed fees |
| Works virtually | Yes |
| Assets under management | $21.1M across 43 accounts |
| Credentials | CFP · MS |
| SEC registration | Investment adviser representative in MA, NH, TX · CRD 5702111 |
| Exams passed | Series 66 (2010) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | solarifinancial.com |
How Michael's firm compares
- Solari Financial Planning, LLC's average account is about $491,000, from its Form ADV (assets managed divided by 43 accounts).
Request an introduction to Michael
Tell Michael a little about what you're looking for. Michael isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Michael
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- NAPFA directory listing : NAPFA admits only fee-only advisors
- Solari Financial Planning, LLC website : specialties, clients served, and fees, checked October 28, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 21, 2026.
See something wrong? Request a correction. Read our methodology.