Financial Solutions Inc

Retirement Planning Firm in Fredericksburg, VA

Firm Info
Address: 1123 Heatherstone Dr, Fredericksburg, VA 22407, USA
Phone: (540) 785-6040

Firm Size
Assets Under Management: $953.4 million
# of Advisors: 6
# of Clients: 2,014
Client to Advisor Ratio: 336:1
Average Account Size: $473,370
# of Offices: 1

Services Offered
  • Financial Planning
  • Portfolio Management for Individuals & Small Businesses
  • Portfolio Management for Businesses or Institutional Clients
  • Pension Consulting Services
  • Selection of Others Advisors

Types of Clients
  • Individuals (Not High Net Worth)
  • Individuals High Net Worth

    *>=750k in Investable Assets or >=1.5m of Estimated Total Net Worth

  • Pension & Profit Sharing Plans
  • Charitable Organizations
  • Corporations or Other Businesses Not Listed Above

Available Fee Structures
  • Percentage of Assets Under Management (AUM)
  • Hourly
  • Fixed Fees (Other than subscription)
  • Commissions

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Financial Solutions, LLC Overview

Financial Solutions, LLC is a fee-based Registered Investment Advisory firm that specializes in providing a range of customized investment and financial planning services. Since its inception in 2016, Financial Solutions has been committed to providing quality investment advice and solutions to both individual and small business clients. With headquarters located in Waukesha, WI, the firm prides itself on being able to offer personalized financial advice tailored to the unique needs and goals of each client. As a broker-dealer representative and insurance broker/agent, Financial Solutions is licensed to provide investment advice and a variety of other financial services. The firm's core services include financial planning, portfolio management, pension consulting services, and advisory services to help clients select other advisors. With a team of experienced professionals, Financial Solutions is equipped to provide the highest level of investment management and financial planning services to its clients. Financial Solutions serves a varied clientele ranging from individual investors to businesses and institutional clients. The firm provides portfolio management services for both individuals and businesses, working with clients to create personalized investment strategies that will help them achieve their long-term financial goals. Additionally, the firm offers pension consulting services to help companies manage their retirement plans and ensure compliance with regulatory requirements. With comprehensive investment advice and a commitment to client success, Financial Solutions has established itself as a trusted partner for achieving financial security and growth.

Financial Solutions, LLC serves a variety of clients in its financial advisory services, aimed at providing tailored solutions to meet each client's unique needs, goals, and preferences. The firm's client base includes individuals, high net worth individuals, pension or profit-sharing plans, charitable organizations, and other corporate entities. The company's team of experienced professionals is equipped to deliver customized financial solutions for each unique client group, ensuring that every decision is tailored to suit their individual needs. Depending on the service provided, Financial Solutions, LLC offers a range of fee structures to suit clients' varied financial preferences. These fee structures include percentage of assets under management, hourly fees, fixed fees, and commissions. Percentage-of-assets-under-management fees are based on the percentage of the value of the client's portfolio that the company manages. Hourly fees, on the other hand, are billed based on the time and resources expended by the firm's professionals to complete specific tasks for clients. Fixed fees are typically charged for services that have a well-defined scope and deliverable, while commissions are paid to advisors on the products they sell. Financial Solutions, LLC offers these fee structures to provide clients with a flexible and transparent service that fits their unique financial needs, preferences, and budgets.

Typical Clients, Fee Structures & Investment Minimum

According to Financial Solutions, LLC's Part 2 Brochure, the firm requires a minimum account fee of $1,000 for accounts it manages on a discretionary basis. This implies that there is a minimum portfolio size of $100,000 at the highest fee tier. For accounts with portfolio values below $100,000, clients may be able to receive comparable services at more favorable pricing elsewhere. However, the firm may waive the required minimum at its discretion. Additionally, there is a minimum fee of $5,000 for retirement plans, implying a minimum plan size of $500,000 at the highest fee tier. For its one-time financial planning services, FS requires a minimum fee of $500 payable in advance.

How This Office Can Help Fredericksburg, VA Residents

Financial Solutions Inc. provides a range of financial assistance to clients in Fredericksburg, VA. They help clients to manage their finances effectively, providing comprehensive services such as investment management, financial planning, retirement planning, estate planning, and risk management. Their team of expert financial advisors works with each client to understand their unique financial situations and provide tailored solutions that meet their specific needs. For residents of Fredericksburg, VA, Financial Solutions Inc. provides valuable assistance in navigating various financial challenges. Some of the specific financial situations someone living in this area may be facing include managing high living costs, investing for retirement, saving for college, building a nest egg, planning for income during retirement, and managing risk through insurance and other strategies. Financial Solutions Inc. helps clients identify their financial goals and offers guidance and support to achieve these goals through sound financial planning and investment strategies.

To view the Minimum Investment and Fee Schedule for Financial Solutions, LLC, visit their Part 2 Brochure.

Services Offered by Financial Solutions, LLC

Core Advisor Services
Financial Planning

Financial planning services encompass the process of devising strategies for your future financial well-being, including preparing for events such as retirement, funding your child's college education, or planning for the transfer of assets.

Portfolio Management for Individuals & Small Businesses

Portfolio management entails the careful selection and strategic management of investment combinations tailored to meet the needs of individuals and small businesses.

Market Timing Services

Market timing services involve the endeavor to generate short-term profits from investments by capitalizing on opportunities to buy at low prices and sell at high prices.

Other Services
Selection of Other Advisors

The firm provides support in selecting and engaging other advisors who possess specialized expertise to complement your financial needs.

Publication of Periodicals or Newsletters

The firm engages in the dissemination of diverse financial educational materials through the publication of periodicals.

Educational Seminars & Workshops

The firm organizes and conducts seminars or workshops aimed at enlightening investors on various financial concepts.


Fee Structures

Financial advisory fees usually are based on the services provided. Fee types charged by Financial Solutions, LLC most likely consist of the following fee types: asset-based, hourly or fixed. Wrap fee programs, or the practice of bundling services for a single fee, are not offered by the firm.

Available
Percentage of Assets Under Management (AUM)
Hourly
Fixed Fees (Other than subscription)
Commissions
Unavailable
Subscription (Newsletter or Periodical)
Performance-based Fees
Other

Types of Clients

*The Securities & Exchange Commission defines someone as “high net worth” if they have $750,000 or more in investable assets or $1.5M of estimated total net worth.


This Office Location

Firm location 1123 Heatherstone Dr, Fredericksburg, VA 22407, USA
Phone (540) 785-6040
Directions
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Other Office Locations

Firm Headquarters
Firm headquarters location 1900 AIRPORT ROAD, SUITE A, WAUKESHA, WI 53188, United States

This firm has no other locations.

State Registrations

Financial Solutions, LLC is registered to service clients in the following states:

  • Alaska
  • Arizona
  • California
  • Florida
  • Georgia
  • Illinois
  • Indiana
  • Michigan
  • Minnesota
  • Nebraska
  • North Carolina
  • Ohio
  • Oklahoma
  • South Carolina
  • Texas
  • Washington
  • Wisconsin

Disciplinary History

Financial Solutions, LLC does not have any disclosures. Please visit it's Form ADV for more details.