Michael Solari, CFP® Solari Financial Planning

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About Michael Solari, CFP®

Michael has nearly a decade of experience building comprehensive financial plans for families. Prior to starting Solari Financial, he worked with an independent firm focusing on high net worth individuals. Over time Michael began to carve out a niche working with physicians and engineers. In 2013, he established a fee-only financial planning firm, building it from scratch. From the beginning his focus has always been on those accumulating wealth.

Michael also recognized advisor compensation models were complex and confusing. To further the need for transparency and objectivity, he incorporated a flat monthly fee model that has become popular with his client base.

As a result, the demand for an alternative firm like this has grown. While he has offices in Bedford, Nashua NH, and Boston MA his firm also has the technology to reach his clients no matter where they are.

Michael’s experience and expertise has led to requests and quotes in notable publications, including The Wall Street Journal, The Chicago Tribune, The Boston Globe, InvestmentNews and US News & World Report.

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Ideal Clients

  • Engineers
  • Generation X
  • Medical Doctors
  • Medical Professionals
  • Physicians

Ways Advisor Charges

  • Monthly Fee
  • Hourly
  • Assets Under Management

Fee Options

  • Monthly: $225+/mo + $1,000+ upfront
  • AUM: $300+/mo + $1,000+ upfront
  • Hourly: $1,500+

SEC Records

States Registered

  • Massachusetts
  • New Hampshire

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