SOLARI FINANCIAL PLANNING, LLC

SOLARI FINANCIAL PLANNING, LLC is an SEC-registered investment adviser (CRD 167118). Regulatory assets under management: $21.1M.

Registration

• CRD: 167118
• Type: Registered investment adviser
• Phone: 603-305-0302
• Latest filing: 2026-01-16
• Regulatory AUM: $21.1M
• Non-discretionary AUM: $21.1M
• Clients: 1
• Accounts: 43

Business model

Compensation: Hourly, Fixed.

Clients served: Individuals, High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 167118 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search