St. George financial firm, Soltis, named among Top 150

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ST. GEORGE (PRNewswire) – Soltis Investment Advisors has been named among the 2016 Top 150 Fee-Only Registered Investment Advisory firms in the United States 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 provides advisory services on more than $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.

The Financial Planning rankings are based upon the total discretionary and nondiscretionary assets under management as registered with the Securities and Exchange Commision. The rankings list comprises only independent, fee-only advisory firms, excluding firms with broker/dealer and insurance company affiliations as well as those with substantial outside ownership. In order to capture firms that provide financial advice to individuals, only advisory firms that maintain a client base that consists of at least 50 percent “individual clients”  are included.


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