Firm
Solidity Financial
Shoreview, Minnesota
Fee-only
Solidity Financial at a glance
- One of 180 fee-only firms based in Minnesota in the Wellspent graph.
- 2 advisors are listed here; 1 of 2 hold the CFP.
- Its Form ADV reports 2 employees and 252 individual clients, 19 of them high net worth.
- Its average account is about $179,000 (assets it manages divided by its 410 accounts).
Fee-only advisors in Minnesota · What fee-only advisors charge in Minnesota
Facts
| Based in | Shoreview, Minnesota |
|---|---|
| Website | mysolidity.com |
| Phone | (651) 330-8746 |
Solidity Financial fees
Solidity Financial 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 | Percentage of assets |
|---|---|
| Assets managed | $73 million |
| Individual clients | 233 |
| High-net-worth clients | 19 |
| Accounts managed | 410 |
| Employees | 2 |
| Planning clients | 0 |
| Financial planning | Offered |
| Form ADV filed | September 8, 2026 |
| SEC record | CRD 157308 |
Advisors at this firm (2)
Other fee-only firms in Minnesota
- Somerset Group · Wayzata
- Sona Wealth, Sona Wealth Management, Sona Wealth Advisors · Chanhassen
- Stapleton Asset Management · Delano
- Stonebridge Capital Advisors · St. Paul
- Strong Tower Wealth · Minneapolis
- Summit Advisor Group · Bloomington
- Superior Financial · Rochester
- Telos Solutions · Edina