Robert Solimano
Angel Oak Financial Services · Montvale, New Jersey
Robert Solimano is a fee-only financial advisor at Angel Oak Financial Services in Montvale, New Jersey. Robert charges hourly fees and focuses on retirement planning.
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Specialties
Facts
| Firm | Angel Oak Financial Services |
|---|---|
| Based in | Montvale, New Jersey |
| Fee model | Hourly |
| Assets under management | $30.3M across 117 accounts |
| SEC registration | Investment adviser representative in NJ · CRD 1765440 |
| Exams passed | Series 66 (2014) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | angeloakfinancial.com |
| Profile |
How Robert's firm compares
- Angel Oak Financial Services's average account is about $259,000, from its Form ADV (assets managed divided by 117 accounts).
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Questions about Robert
Is Robert Solimano a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Robert holds no broker registration, and Angel Oak Financial Services reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Robert charge for financial advice?
Robert charges hourly fees.
Where is Robert Solimano based?
Robert Solimano is based in Montvale, New Jersey.
What does Robert specialize in?
Robert's specialties include retirement planning.
Is Robert Solimano registered with the SEC?
Yes. Robert Solimano is registered as an investment adviser representative in NJ (CRD 1765440), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Angel Oak Financial Services manage?
Angel Oak Financial Services reports $30.3M across 117 accounts in assets under management.
How do I contact Robert Solimano?
Through Robert's website, angeloakfinancial.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in New Jersey
Other advisors in New Jersey who focus on retirement planning
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
- Angel Oak Financial Services website : specialties, clients served, and fees, checked October 30, 2026
- 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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