Solomon Investments & Financial Planning, LLC

Solomon Investments & Financial Planning, LLC (CRD# 288867) is a financial advisory firm headquartered in Macon, GA. They manage $2,000,000 in 26 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details

1207 Clairmont Place, Macon, GA 31204

By the Numbers

Total Assets Under Management

2

MILLION
Total Number of Accounts

26

ACCOUNTS
Average Account Value

$76,923

Compensation Options

A percentage of assets under your management
Hourly charges

Advisory Services Offered

Financial planning services
Portfolio management for individuals and/or small businesses
Pension consulting services
Educational seminars/workshops

Types of Clients

Registered States

Registered Investment Advisor

The map below shows states where this firm has explicit registration only.

Financial Advisors at Solomon Investments & Financial Planning, LLC

Showing 1 - 2 of 2 top financial advisors.

Julian F. Harwell

CRD#: 239264

Cumming, GA

Julian Harwell (CRD# 239264) is an Investment Advisor Representative working at Solomon Investments & Financial Planning, LLC in Cumming, GA and has over 41 years of experience in the finance industry.

Trent T. Solomon

CRD#: 4066186

Macon, GA

Trent Solomon (CRD# 4066186) is an Investment Advisor Representative working at Solomon Investments & Financial Planning, LLC in Macon, GA and has over 22 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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