Philip Olson
Solstice Wealth · Austin, Texas
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.
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Specialties
Who they serve
- Mid-life transitions
- Divorced individuals
Facts
| Firm | Solstice Wealth |
|---|---|
| Based in | Austin, Texas |
| Fee model | Percentage of assets · Ongoing planning fee |
| Assets under management | $53M across 84 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in TX · CRD 5954416 |
| Exams passed | Series 63 (2011) · Series 65 (2012) |
| Firm size | 3 employees |
| Disclosures | None reported |
| Website | solsticewealth.co |
How Philip'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 Philip
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Austin
Other advisors in Texas who focus on tax planning
Where this information comes from
- NAPFA directory listing : NAPFA admits only fee-only advisors
- Solstice Wealth 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.
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