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
- St George, UT (Headquarters)
- South Carolina, SC
- Salt Lake, UT
- Lehi, UT
- Colorado, CO
- Texas, TX
- Washington, WA
- Arizona, AZ
- Michigan, MI
- Chicago, IL
- Boston, MA
- Miami, FL
- Folsom, CA
Accreditations & Certifications
- CEFEX Certified
Services Offered
- Plan Design Consulting
- Participant Investment Advice
- 3(21) Investment Advisor
- 3(38) Investment Manager
Client Statistics (2026)
- Total Clients: 0
- Total AUM: $12.0B
Plans Serviced (2024)
Largest plans where this firm is listed as a service provider (Schedule C) or IQPA (Schedule H) on the most recent filings (From Form 5500).
| Plan | Sponsor | Assets | Participants |
|---|---|---|---|
| SKYWEST, INC. EMPLOYEES' RETIREMENT PLAN | SKYWEST, INC., UT | $1.4B | 15,517 |
| COLORADO PERMANENTE MEDICAL GROUP, P.C. 401(K) PLAN | COLORADO PERMANENTE MEDICAL GROUP, P.C., CO | $1.0B | 1,259 |
| NCLC 401(K) PLAN | NCL BAHAMAS LTD., FL | $330M | 4,828 |
| CLYDE COMPANIES, INC. 401(K) RETIREMENT PLAN | CLYDE COMPANIES, INC., UT | $326M | 3,752 |
| MERIT MEDICAL SYSTEMS, INC. 401(K) PROFIT SHARING PLAN | MERIT MEDICAL SYSTEMS, INC., UT | $217M | 3,324 |
| ASSOCIATED FOOD STORES, INC. 401(K) PLAN AND TRUST | AFS HOLDINGS, INC., UT | $208M | 2,806 |
| C. R. ENGLAND, INC. PROFIT SHARING | C.R. ENGLAND, INC., UT | $121M | 6,763 |
| TEXO MEMBERS 401(K) PLAN | TEXO ABC-AGC, INC., TX | $117M | 6,383 |
| ULTRADENT PRODUCTS, INC. 401(K) PLAN | ULTRADENT PRODUCTS, INC., UT | $110M | 1,341 |
| NATURE'S WAY 401(K) PLAN | SCHWABE NORTH AMERICA, WI | $109M | 676 |
| HARMON CITY, INC. 401(K) RETIREMENT SAVINGS PLAN | HARMON CITY, INC., UT | $98M | 4,125 |
| IFIT INC. 401(K) PLAN | IFIT INC., UT | $77M | 745 |
| CHALLENGER SCHOOL 401K RETIREMENT PLAN | CHALLENGER SCHOOL FOUNDATION, UT | $67M | 986 |
| MORETON COMPANIES PROFIT SHARING PLAN | FRED A. MORETON & COMPANY, UT | $67M | 230 |
| 1 SOURCE BUSINESS SOLUTIONS 401(K) PLAN | 1 SOURCE BUSINESS SOLUTIONS, LLC, UT | $41M | 2,509 |
| SNF CORPORATION TAX-FAVORED RETIREMENT SAVINGS PLAN | SECURITY NATIONAL FINANCIAL CORPORATION, UT | $37M | 439 |
| SNFC MORTGAGE COMPANY 401(K) PLAN | SECURTIY NATIONAL FINANCIAL CORPORATION, UT | $33M | 557 |
| MEDICAL PRIORITY CONSULTANTS 401(K) PLAN | MEDICAL PRIORITY CONSULTANTS, INC., UT | $29M | 256 |
| WATERFORD INSTITUTE, INC. DEFINED CONTRIBUTION RET | WATERFORD INSTITUTE, INC., UT | $25M | 372 |
| 2ND ADVENTURE PAYROLL SERVICES 401(K) PLAN | 2ND ADVENTURE PAYROLL SERVICES, LLC, IA | $24M | 297 |
Showing top 20 of 34 plans serviced in 2024.