Solano Wealth Management, Inc.

Solano Wealth Management, Inc. (CRD# 168720) is a financial advisory firm headquartered in Fairfield, CA. They manage $58,000,000 in 168 accounts and serve the financial needs of clients across 3 states (or territories).

By the Numbers
  • Total Assets Under Management
    58
    MILLION
  • Total Number of Accounts
    168
    ACCOUNTS
  • Average Account Value
    $345,238
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Publication of periodicals or newsletters
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, LA, TX

Financial Advisors at Solano Wealth Management, Inc.
Showing 1 - 3 of 3 top financial advisors.
1
Roberta M. Nelson
CRD#: 4853926
1300 Oliver Road, #180, Fairfield, CA 94534
93
Wealthminder
score

Roberta Nelson (CRD# 4853926) is an Investment Advisor Representative working at Solano Wealth Management, Inc. in Fairfield, CA and has over 9 years of experience in the finance industry.

2
Frank L. Holloway
CRD#: 2362129
1300 Oliver Road, #180, Fairfield, CA 94534
86
Wealthminder
score

Frank Holloway (CRD# 2362129) is an Investment Advisor Representative working at Solano Wealth Management, Inc. in Fairfield, CA and has over 23 years of experience in the finance industry. Frank Holloway has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

3
Rufus T. Williams
CRD#: 2431770
1300 Oliver Road, #180, Fairfield, CA 94534
84
Wealthminder
score

Rufus Williams (CRD# 2431770) is an Investment Advisor Representative working at Solano Wealth Management, Inc. in Fairfield, CA and has over 22 years of experience in the finance industry. Rufus Williams has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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