Solano Wealth Management, Inc.

Wealth Management Firm in Fairfield, CA

Firm Info
Address: 1300 Oliver Rd #210, Fairfield, CA 94534, USA
Website:
Phone: (707) 435-8400

Firm Size
Assets Under Management: $286.6 million
# of Advisors: 4
# of Clients: 632
Client to Advisor Ratio: 158:1
Average Account Size: $453,402
# of Offices: 1

Services Offered
  • Financial Planning
  • Portfolio Management for Individuals & Small Businesses
  • Publication of Periodicals or Newsletters

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

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


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

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Solano Wealth Management, Inc. Overview

Solano Wealth Management, Inc. is an investment advisory firm that is based in Fairfield, CA. The firm offers a fee-based arrangement to its clients and has been in business since 2017. As a registered broker-dealer representative, the firm provides investment advice to its clients. The firm offers a range of services including financial planning, portfolio management for individuals and small businesses, and publication of periodicals or newsletters. With the help of its experienced financial advisors, Solano Wealth Management creates investment strategies that are tailored to meet the individual needs of its clients. The firm takes a long-term approach to investing and helps its clients achieve their financial goals through careful planning and disciplined investment strategies. Whether it's retirement planning, education funding, or asset management, Solano Wealth Management is committed to providing its clients with sound financial advice and investment guidance. With a solid reputation for honesty and integrity, the firm has become a trusted partner for individuals and small businesses looking to build long-term wealth.

Solano Wealth Management, Inc. caters to a diverse range of clients, including individuals and high net worth individuals seeking to manage and grow their wealth. Their clients come from varying financial backgrounds, with distinct needs and goals. Solano Wealth Management, Inc. recognizes that every client is unique, and as such, they strive to tailor their services to meet the specific needs of each customer. Solano Wealth Management, Inc. offers a variety of fee structures depending on the nature of the service provided. Clients can choose between a percentage of assets under management, an hourly fee, or a fixed fee. The percentage of assets under management is calculated as a percentage of the total dollar value of assets under management. This type of fee structure is suitable for clients who require ongoing financial planning and management services. The hourly fee structure is charged by the hour and considered ideal for clients who require one-off financial advice. The fixed fee structure is charged a set amount for a particular service or set of services, irrespective of the amount of time taken. Each fee structure comes with its unique advantages and disadvantages, and clients can select the most appropriate pricing option based on their financial needs and objectives.

Typical Clients, Fee Structures & Investment Minimum

According to Solano Wealth Management, Inc.'s Part 2 Brochure, the firm does not mention an investment minimum.

How This Office Can Help Fairfield, CA Residents

Solano Wealth Management, Inc. offers a wide range of financial planning and investment management services to individuals and families in Fairfield, California. The firm's team of experienced financial advisors works closely with clients to develop personalized financial plans that take into account their unique goals, risk tolerance, and financial situation. For example, Solano Wealth Management can help clients in Fairfield who are facing challenges such as saving for retirement, managing debt, and preparing for unexpected expenses. The firm can assist with retirement planning by developing a comprehensive plan that takes into account factors such as Social Security, pension benefits, and investment income. They can also work with clients to develop a debt management strategy that prioritizes paying off high-interest debt and freeing up more money for saving and investing. Additionally, Solano Wealth Management can help clients prepare for unexpected expenses by setting up an emergency fund and ensuring they have adequate insurance coverage.

To view the Minimum Investment and Fee Schedule for Solano Wealth Management, Inc., visit their Part 2 Brochure.

Services Offered by Solano Wealth Management, Inc.

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 Solano Wealth Management, Inc. 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)
Unavailable
Subscription (Newsletter or Periodical)
Commissions
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 1300 Oliver Rd #210, Fairfield, CA 94534, USA
Phone (707) 435-8400
Directions
Google My Business Reviews:
5 Stars

Other Office Locations

This firm has no other locations.

State Registrations

Solano Wealth Management, Inc. is registered to service clients in the following states:

  • California
  • Idaho
  • Louisiana
  • Nevada
  • North Carolina
  • Oregon
  • Texas

Disciplinary History

Solano Wealth Management, Inc. does not have any disclosures. Please visit it's Form ADV for more details.

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