Rafay Khalid
Solomon and Associates · Irvine, California
Rafay Khalid is a fee-only financial advisor at Solomon and Associates in Irvine, California, who holds the CFA credential. Solomon and Associates reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Solomon and Associates |
|---|---|
| Based in | Irvine, California |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $11.1M across 32 accounts |
| Credentials | CFA |
| SEC registration | Investment adviser representative in CA · CRD 4384831 |
| Exams passed | Series 66 (2003) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | solomonandassociates.co |
How Rafay's firm compares
- Solomon and Associates's average account is about $345,000, from its Form ADV (assets managed divided by 32 accounts).
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Questions about Rafay
Is Rafay Khalid a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Rafay holds no broker registration, and Solomon and Associates reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Rafay charge for financial advice?
Rafay's firm, Solomon and Associates, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Rafay Khalid based?
Rafay Khalid is based in Irvine, California.
What credentials does Rafay Khalid hold?
Rafay Khalid holds the CFA credential.
Is Rafay Khalid registered with the SEC?
Yes. Rafay Khalid is registered as an investment adviser representative in CA (CRD 4384831), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Solomon and Associates manage?
Solomon and Associates reports $11.1M across 32 accounts in assets under management.
How do I contact Rafay Khalid?
Through Rafay's website, solomonandassociates.co.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Irvine
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
- 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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