# Philip Olson

> Philip Olson is a fee-only financial advisor at Solstice Wealth in Austin, Texas, who holds the CFP credential. Philip charges a percentage of assets and an ongoing planning fee and focuses on tax planning and small business owners.

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

## Facts

- **Firm:** Solstice Wealth
- **Based in:** Austin, Texas
- **Fee model:** Percentage of assets; Ongoing planning fee
- **Assets under management (firm):** $53M across 84 accounts
- **Credentials:** CFP
- **Specialties:** Tax planning, Small business owners
- **Works with:** Mid-life transitions, Divorced individuals
- **CRD:** 5954416 (https://adviserinfo.sec.gov/individual/summary/5954416)
- **SEC registration:** Investment adviser representative in TX
- **Exams passed:** Series 63 (2011), Series 65 (2012)
- **Firm size:** 3 employees
- **Disclosures:** None reported
- **Website:** https://solsticewealth.co

## Frequently asked questions

### Is Philip Olson a fee-only financial advisor?

Yes. Philip Olson 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 Philip's firm.

### How does Philip charge for financial advice?

Philip charges a percentage of assets and an ongoing planning fee.

### Where is Philip Olson based?

Philip Olson is based in Austin, Texas.

### What does Philip specialize in?

Philip's specialties include tax planning and small business owners. Philip works with mid-life transitions and divorced individuals.

### What credentials does Philip Olson hold?

Philip Olson holds the CFP credential.

### Is Philip Olson registered with the SEC?

Yes. Philip Olson is registered as an investment adviser representative in TX (CRD 5954416), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.

### How much does Solstice Wealth manage?

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

### How do I contact Philip Olson?

Through Philip's website, solsticewealth.co.

## Sources

- NAPFA directory listing (https://www.napfa.org/find-an-advisor/firm/38625): 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://www.solsticewealth.co/): specialties, clients served, and fees, checked October 28, 2026

---

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