About Soltis Investment Advisors
Soltis Investment Advisors supports both individual wealth management and institutional retirement plan services. The firm designs financial strategies centered on clients' values, aiming to provide security and freedom. Soltis emphasizes a fee-only approach for unbiased advice, working alongside clients and their other professionals to build and manage wealth. They offer financial planning, investment management, income tax planning, estate planning, charitable giving, and risk management for individuals. For retirement plans, Soltis advises executives and committees on plan design, fiduciary responsibility, governance, and participant support, including 3(21) and 3(38) fiduciary services. The company is CEFEX certified. Soltis provides services through multiple offices across the US.
Website: https://soltisadvisors.com/
Founded: 2000
Employees: 130
Office Locations
- Texas, TX
- Arizona, AZ
- Lehi, UT
- Chicago, IL
- Colorado, CO
- Washington, WA
- Boston, MA
- St George, UT (Headquarters)
- Miami, FL
- Michigan, MI
- South Carolina, SC
- Salt Lake, UT
- Folsom, CA
Accreditations & Certifications
- CEFEX Certified
Services Offered
- 3(38) Investment Manager
- Participant Investment Advice
- Plan Design Consulting
- 3(21) Investment Advisor
Client Statistics (2026)
- Total Clients: 0
- Total AUM: $12.0B