Samuel Gettis
Solyco Wealth · Birmingham, Michigan
Samuel Gettis is a fee-only financial advisor at Solyco Wealth in Birmingham, Michigan. Samuel focuses on retirement planning. Solyco Wealth reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Specialties
Who they serve
- Retirees
- Pre-retirees
- Multi-generational families
Facts
| Firm | Solyco Wealth |
|---|---|
| Based in | Birmingham, Michigan |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $116.2M across 238 accounts |
| SEC registration | Investment adviser representative in IL · CRD 6943887 |
| Exams passed | Series 63 (2019) · Series 66 (2022) |
| Firm size | 4 employees |
| Disclosures | None reported |
| Website | www.solycowealth.com |
How Samuel's firm compares
- Solyco Wealth's average account is about $488,000, from its Form ADV (assets managed divided by 238 accounts).
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Questions about Samuel
Is Samuel Gettis a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Samuel holds no broker registration, and Solyco Wealth reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Samuel charge for financial advice?
Samuel's firm, Solyco Wealth, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Samuel Gettis based?
Samuel Gettis is based in Birmingham, Michigan.
What does Samuel specialize in?
Samuel's specialties include retirement planning. Samuel works with retirees, pre-retirees and multi-generational families.
Is Samuel Gettis registered with the SEC?
Yes. Samuel Gettis is registered as an investment adviser representative in IL (CRD 6943887), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Solyco Wealth manage?
Solyco Wealth reports $116.2M across 238 accounts in assets under management.
How do I contact Samuel Gettis?
Through Samuel's website, www.solycowealth.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
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
- Solyco Wealth 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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