SI
Solomon Investments & Financial Planning, Llc
State-registered
Insurance-Affiliated · Boutique (under $100M)
CRD 288867
· Macon, GA
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ADV data as of May 30, 2025
- Regulatory AUM
- $4.0M
- Discretionary
- $0
- Clients
- 75
- Avg AUM / client
- $53.3K
- Accounts
- 75
- Employees
- 1
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 75 | $4.0M | 100.0% |
People (2)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Julian Franklin Harwell | Registered representative | Chartered Financial Consultant | Jan 2021 (6y) | |
| Trent Tyrone Solomon | Registered representative | Jan 2021 (6y) |
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 05/30/2025 | 1.08 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Pension consulting services
- • Educational seminars/workshops
Custody
Firm reports it does not have custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: May 30, 2025.
View current Form ADV (SEC/IAPD) ↗