Sara Solano
LodeStar · Long Valley, New Jersey
Sara Solano is a fee-only financial advisor at LodeStar in Long Valley, New Jersey. Sara focuses on retirement planning and tax planning. LodeStar 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
- Executives
- Physicians
- Founders
- Ultra high net worth
Facts
| Firm | LodeStar |
|---|---|
| Based in | Long Valley, New Jersey |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Fees (firm's website) | A $1,000,000 asset minimum |
| Accepting new clients | Yes |
| Assets under management | $92.5M across 318 accounts |
| SEC registration | Investment adviser representative in CA, FL, NJ · CRD 8044562 |
| Exams passed | Series 65 (2024) |
| Firm size | 3 employees |
| Disclosures | None reported |
| Website | www.ldstar.com |
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Questions about Sara
Is Sara Solano a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Sara holds no broker registration, and LodeStar reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Sara charge for financial advice?
Sara's firm, LodeStar, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
How much does Sara charge?
According to LodeStar's website, checked October 30, 2026: a $1,000,000 asset minimum.
Where is Sara Solano based?
Sara Solano is based in Long Valley, New Jersey.
What does Sara specialize in?
Sara's specialties include retirement planning and tax planning. Sara works with retirees, pre-retirees, executives, physicians and founders.
Is Sara Solano registered with the SEC?
Yes. Sara Solano is registered as an investment adviser representative in CA, FL and NJ (CRD 8044562), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does LodeStar manage?
LodeStar reports $92.5M across 318 accounts in assets under management.
How do I contact Sara Solano?
Through Sara's website, www.ldstar.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
- LodeStar 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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