# Solari Financial Planning

Solari Financial Planning is a RIA.

## Overview

- **Organization type:** RIA
- **Assets under management:** Undisclosed
- **LinkedIn:** https://www.linkedin.com/company/solari-financial-planning-llc

## Regulatory record

- **CRD number:** 167118
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/167118

## About

SOLARI FINANCIAL PLANNING, LLC is a state-registered investment adviser in BEDFORD, NH. The firm manages approximately $21 million in regulatory assets. It has 1 employee and 1 investment adviser.

## Sectors

- Financial Services
- Wealth Management

## Questions

### Does Solari Financial Planning manage assets for institutions or individuals?

Public filings and the firm's name suggest Solari Financial Planning primarily serves individuals and families seeking financial planning. Institutional clientele have not been identified. The firm's AUM is undisclosed, so the scale of its client base is unknown.

### What investment strategies does Solari Financial Planning employ?

Without public disclosure, the specific investment strategies of Solari Financial Planning are not known. Typical RIAs use diversified portfolios across public equities, fixed income, and cash. The firm has not published its asset allocation or any direct investment approach.

### Is Solari Financial Planning or state regulators?

Solari Financial Planning is registered as an investment advisor with applicable state securities regulators, as is typical for an RIA. Specific registration details, including the ADV filing, are not cited here but are a matter of public record.

## Related profiles

- [Saunders Financial LLC](https://altss.com/profile/saunders-financial-llc)
- [Axis Wealth Partners](https://altss.com/profile/axis-wealth-partners-llc)

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Last updated: 2026-08-14T12:30:00.000Z

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