Soltis Investment Advisors Among Top 150 RIAs
St. George Firm Recognized for Independence and Fiduciary Status
St. George, Utah – January 14, 2016 – Soltis Investment Advisors has been named among the 2016 Top 150 fee-only Registered Investment Advisory firms by Financial Planning magazine. It is the only Utah firm included on the list, and one of only three in the Rocky Mountain region. Soltis manages over $1.5 billion for individual and institutional clients.
“We are honored to be included on the 2016 list and gratified to be recognized based on our independence and fiduciary status as fee-only advisors,” said President and CEO Hal Anderson. “During the past year we continued to serve individuals, families and businesses along the Wasatch Range and recently opened an office in Salt Lake City, to further enhance the service we provide to clients.” Soltis provides comprehensive financial planning and investment management services to individuals and families. In addition, the firm offers investment advice and consultation services to retirement plan sponsors (primarily small to medium sized businesses that have experienced a significant level of success). As a fee-only firm, all compensation comes directly from clients; no commissions or third-party compensation is ever accepted. As a fiduciary, the firm offers financial advice and investment options driven solely by the client’s best interests, goals and objectives. The firm’s mission is to create, build and manage wealth so clients are free to pursue life’s most important endeavors.
Rankings were compiled based on discretionary and nondiscretionary assets under management listed on SEC Form ADV. The list comprises only independent, fee-only planning firms, excluding firms with broker/dealer and insurance company affiliations as well as those with substantial outside ownership by private equity firms and other outside investors. To capture firms that provide true holistic financial advice to individuals, only firms with 50 percent or more individual clients (per Form ADV) are included.