Soltis Investment Advisors, LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 30, 2026. Fees can change, so confirm with the firm before you hire them.

Flat or project fee

$500⁠-⁠$50,000

“These fees are negotiable, but generally range from $500 to $50,000 on a fixed fee basis and $2,500 to $6,000 per month on a monthly basis depending upon the level and scope of the professional financial planning and/or the consulting services required.”

Monthly fee

$2,500⁠-⁠$6,000/mo

From the same sentence as above.

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

How Soltis Investment Advisors, LLC’s fees compare

• Its flat or project fee of $500-$50,000 spans the Utah median of $2,050. 95% of the 63 other Utah planners that publish a flat or project fee charge less.

About Soltis Investment Advisors, LLC

• Firm size: 121 employees.
• Founded: 1993 (33 years).

Planning areas mentioned in the brochure

• Retirement planning
• Cash flow and budgeting
• Charitable giving

Firm details from Form ADV

How the firm is paid

Fixed or flat fees, percentage of assets under management, performance based fees

Charges a % of assets

Yes

Highest asset based fee in brochure

0.25% a year

Minimum

$750,000 in assets (stated in brochure)

Clients

5,113

Employees

121

Works with

Individuals, high net worth individuals, pension and profit sharing plans, charities, and businesses

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutions, pension consulting, selecting other advisers, and educational seminars and workshops

Assets managed

$12,036,590,400

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

154690

Website

soltisadvisors.com (opens in new tab)

Phone

(435) 674-1600

Can advise clients in 44 states: Alaska, Alabama, Arkansas, Arizona, California, Colorado, Connecticut, District of Columbia, Florida, Georgia, Hawaii, Iowa, Idaho, Illinois, Indiana, Kansas, Kentucky, Louisiana, Massachusetts, Maryland, Maine, Michigan, Minnesota, Missouri, Montana, North Carolina, Nebraska, New Hampshire, New Jersey, New Mexico, Nevada, New York, Ohio, Oklahoma, Oregon, Pennsylvania, South Carolina, Tennessee, Texas, Utah, Virginia, Washington, Wisconsin, Wyoming

Other planners in St. George that publish fees

• Roi Capital ManagementSt. George$200/hr
• Snow Canyon Financial Planning LLCSt. George$500⁠-⁠$2,500
• Statera Wealth ManagementSt. George$300/hr
• 114TH Financial LCSouth Jordan$150/hr, $150/mo
• Abacus Investment AdvisorsSalt Lake City$100/hr
• Abg ConsultantsCottonwood Heights$250/hr, $300⁠-⁠$1,500

Compare all 9 planners in St. George