Solano Wealth Advisors fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed February 9, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$350/hr

“The maximum hourly fee to be charged will not exceed $350.”

Flat or project fee

$1,500

“We generally charge a minimum fee of $1,500 for written financial plans.”

Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)

How Solano Wealth Advisors bills

Payment and refund terms, quoted from the fee section of the brochure.

• “Upon receipt of your notice of termination, LPL will process a pro-rata refund of the unearned portion of the advisory fees charged in advance at the beginning of the quarter.”
• “Clients will receive a pro-rata refund of unearned fees based on the time and effort expended by our firm.”
• “Cash and cash equivalents generally refer to either United States dollars or highly liquid short-term debt instruments such as, but not limited to, treasury bills, bank CD’s and commercial papers.”

How Solano Wealth Advisors’ fees compare

• Its hourly rate of $350 is above the California median of $300. 58% of the 932 other California planners that publish an hourly rate charge less.
• Its flat or project fee of $1,500 is below the California median of $5,000. 13% of the 796 other California planners that publish a flat or project fee charge less.

About Solano Wealth Advisors

• Firm size: 7 employees.
• Registered as an adviser: 2024 (2 years).

Firm details from Form ADV

How the firm is paid

Hourly fees, fixed or flat fees, percentage of assets under management

Charges a % of assets

Yes

Clients

456

Employees

7

Works with

Individuals and high net worth individuals

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, pension consulting, and selecting other advisers

Assets managed

$331,919,831

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

322037

Website

solanowealth.com (opens in new tab)

Phone

(707) 435-8400

Can advise clients in 5 states: California, Nevada, Oregon, Texas, Washington

Other planners in Fairfield that publish fees

• Epsilon Financial Group, Inc.Fairfield$300/hr, $1,000⁠-⁠$10,000
• 10/28 Wealth Management LLCOceanside$300/hr, $500⁠-⁠$10,000
• 360DividendsGranite Bay$300/hr, $2,500⁠-⁠$10,000
• 3D Holistic WealthIrvine$300/hr, $1,500⁠-⁠$10,000
• 401 FinancialSan Diego$250/hr, $500
• 5T Wealth, LLCNapa$200⁠-⁠$450/hr

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