Firm
Solstice Wealth
Austin, Texas
Fee-only
Solstice Wealth at a glance
- One of 690 fee-only firms based in Texas in the Wellspent graph.
- 2 advisors are listed here; all hold the CFP.
- Its Form ADV reports 3 employees and 84 individual clients, 11 of them high net worth.
- Its average account is about $631,000 (assets it manages divided by its 84 accounts).
Fee-only advisors in Texas · What fee-only advisors charge in Texas
Facts
| Based in | Austin, Texas |
|---|---|
| Website | solsticewealth.co |
| [email protected] | |
| Phone | (512) 294-4385 |
Solstice Wealth fees
Solstice Wealth doesn't publish its prices on its website, or we couldn't confirm them word for word. Its website says it charges by: percentage of assets, ongoing planning fee. 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 · Hourly · Fixed fees |
|---|---|
| Assets managed | $53 million |
| Individual clients | 73 |
| High-net-worth clients | 11 |
| Accounts managed | 84 |
| Employees | 3 |
| Planning clients | 1-10 |
| Financial planning | Offered |
| Form ADV filed | October 2, 2026 |
| SEC record | CRD 281950 |