Fee-only adviser · Bedford, NH
Solari Financial Planning, LLC
Solari Financial Planning, LLC is a fee-only investment adviser registered with the securities regulators of Massachusetts, New Hampshire, with a mailing address in Bedford, New Hampshire (its office is a private residence, so the street address is not published). On its latest Form ADV, filed January 16, 2026, it reports $21M in regulatory assets under management, 15 individual clients and 1 employee who gives investment advice. It reports no commission compensation, is not registered as a broker-dealer and does not act as an insurance agent.
Key facts from Form ADV
| Registration | State-registered: Massachusetts, New Hampshire |
|---|---|
| Firm CRD number | 167118 |
| Office | Bedford, NH (mailing address; office not published) |
| Phone | (603) 305-0302 |
| Website | solarifinancial.com |
| Regulatory assets under management | $21M |
| Individual clients | 15 non-high-net-worth, 0 high-net-worth |
| Financial planning clients | 51-100 |
| How it charges | Hourly, Fixed fee |
| Services | Financial planning, Portfolio management |
| Employees | 1 |
| Disciplinary disclosures | None reported |
| Latest Form ADV filing | January 16, 2026 |
Source: the firm’s Form ADV Part 1A as published by the SEC’s Investment Adviser Public Disclosure database, data as of November 6, 2026. Figures are self-reported by the firm.
What this means for you
- It offers hourly or fixed-fee arrangements, so you may be able to pay for a plan without handing over your investments.
- Most of its individual clients are not high-net-worth, so it is likely to work with people who are still building assets.
- It provides financial planning services, not only portfolio management.
- It reports no disciplinary history on Form ADV.
Before you hire any adviser
Read the firm’s Form ADV Part 2 brochure on its SEC record: it sets out fees, minimums, conflicts of interest and who will manage your money. Ask whether the firm acts as a fiduciary for all of your accounts, how it is paid in total, and who holds your assets. Our guide to choosing a financial adviser lists the questions to ask.
Other fee-only advisers in Bedford
- The Harbor Group, Inc. $2.0B
- Brophy Wealth Management, LLC $533M
- Milestone Financial Planning, LLC $590M
- Sweeney Financial Advisors $403M
- Cohen Investment Advisors, LLC $259M
- Aurelius Family Office, LLC $315M
See all 12 fee-only advisers in Bedford →
Nearby
- Manchester 3 firms
- Amherst 1 firm
- Nashua 3 firms
- Hollis 1 firm
- Derry 1 firm
- Windham 4 firms
- Salem 2 firms
- Tyngsboro 2 firms
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