Solari Financial Planning, LLC at a glance
- One of 352 fee-only firms based in Massachusetts in the Wellspent graph.
- 1 advisor is listed here, who holds the CFP.
- Its Form ADV reports 1 employee and 15 individual clients.
- Its average account is about $491,000 (assets it manages divided by its 43 accounts).
Fee-only advisors in Massachusetts · What fee-only advisors charge in Massachusetts
Facts
| Based in | Boston, Massachusetts |
|---|---|
| Website | solarifinancial.com |
| [email protected] | |
| Phone | (603) 471-3088 |
Questions about Solari Financial Planning, LLC
How is Solari Financial Planning, LLC paid?
Solari Financial Planning, LLC's Form ADV says it is paid by: hourly, fixed fees.
How many advisors does Solari Financial Planning, LLC have in the Wellspent public graph?
The Wellspent public graph lists 1 advisor at Solari Financial Planning, LLC.
What is the average account at Solari Financial Planning, LLC?
Solari Financial Planning, LLC's average account is about $491,000. That's the assets on its Form ADV divided by its 43 accounts.
Solari Financial Planning, LLC fees
Solari Financial Planning, LLC doesn't publish its prices on its website, or we couldn't confirm them word for word. Ask for its Form ADV Part 2A, which must describe its fees.
For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.
What its SEC filing says
| Paid by | Hourly · Fixed fees |
|---|---|
| Assets managed | $21 million |
| Individual clients | 15 |
| Accounts managed | 43 |
| Employees | 1 |
| Planning clients | 51-100 |
| Financial planning | Offered |
| Form ADV filed | January 16, 2026 |
| SEC record | CRD 167118 |