Solano Wealth Management, Inc.

Solano Wealth Management, Inc. is a registered investment adviser based in Fairfield, CA, established in 2013 by Rufus Williams. The firm specializes in providing a range of investment advisory services, including financial planning and consulting for individuals, families, and other clients. They offer services such as investment planning, retirement planning, estate planning, and more. The firm generally requires a minimum household balance of $250,000 to open and maintain accounts, with exceptions made on a case-by-case basis. Solano Wealth Management, Inc. also offers retirement plan consulting services to employer plan sponsors, assisting in establishing, monitoring, and reviewing company retirement plans. The firm operates as a fiduciary, acting in the best interests of clients. They charge fees based on a percentage of plan assets under management, not exceeding 1.00%. Solano Wealth Management, Inc. does not accept performance-based fees and only manages accounts where they have discretionary authority. The firm uses methods such as asset allocation and fundamental analysis in formulating investment advice, with a focus on long-term and short-term purchases. Clients are encouraged to review the firm's Code of Ethics, which outlines ethical standards and procedures for personal securities transactions. Solano Wealth Management, Inc. manages $263,191,219 in regulatory assets under management as of December 31, 2022.