RIA Intel›Advisers›New Hampshire›SOLARI FINANCIAL PLANNING, LLC

SOLARI FINANCIAL PLANNING, LLC

Advisory

NH

Data as of Jan 16, 2026 · Source: SEC Form ADV

Average account

$491K

across 43 accounts

AUM per adviser

$21M

1 advisers

Source: SEC Form ADV. Figures as filed Jan 16, 2026.

Total AUM

$21M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$21M

Discretionary AUM$0

Non-Discretionary AUM$21M

Discretionary %0%

Total Clients15

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InMA, NH, TX

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

15 clients

The full client-type breakdown and the share of AUM each category represents.

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Closest by assets under management. All figures from Form ADV.

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$22M

NEW LEAF ASSET MANAGEMENT, LLC

$20M

WOLF PINE CAPITAL LLC

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