Solari Financial Planning, LLC

Company Description (LinkedIn): Solari Financial Planning is a fee-only firm guiding clients toward their unique goalsβ€”both in person and through online financial planning.

Our mission is to provide reliable, affordable financial advice to young professionals. We specialize in helping you to balance what is often a limited cash flow. This includes mortgage planning, retirement planning, helping you to pay down student loan debt, saving for your children’s education and more.

As a Certified Financial PlannerTM (CFP) working in a fee-only model, we do not accept commissions from other companies based on your investments. This means you can trust that our guidance truly serves your best interest.

With offices in Bedford and Nashua, New Hampshire, we also offer online financial planning services to clients nationwide.

From SEC filings:

πŸ’ Advisory Services Offered

πŸ’² Compensation Options


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πŸ“ˆ Minimum to Invest:
πŸŽ“ Discounts for Trainees:
πŸ“Š One-time plan creation fee:
πŸ•° Founded: 2013
πŸ‡ΊπŸ‡² SEC Number: N/A
πŸ—ƒ CRD Number: 167118
☎ Phone Number:
πŸ“§ Email:
🐦 Twitter:
🦾 Website Accessibility Score: 79 / 100
βŒ› First Indexed: 2023-03-16
πŸ“° Last Updated: 2023-03-17