Solomon Investments & Financial Planning, LLC

Financial planning in Macon, GA

State registeredNo commissions reported

Call (478) 477-7643 Send a message Map ↗

Public-record details

Address: 1207 Clairmont Place, Macon, GA 31204
Phone: (478) 477-7643
Listed under: Financial planning, Hourly fees, % of assets managed, Retirement plan consulting
CRD number: 288867
Registration: State registered: GA
Compensation (Form ADV 5.E): Percentage of assets under management; Hourly charges
Commissions: None reported (Form ADV Item 5.E)
Services (Form ADV 5.G): Financial planning; Portfolio management for individuals/small businesses; Pension consulting; Educational seminars/workshops
Regulatory assets under management: $4.0 million
Accounts managed: 75
Clients reported (Form ADV 5.D): 75
Individual / high-net-worth clients: 75 / 0
Employees: 1
Other business activities (Form ADV 6.A): Also active as: registered representative of a broker-dealer, insurance broker or agent
Disclosures reported on Form ADV: None reported
Latest Form ADV filing: 2025-05-30

State registered (GA) investment adviser, CRD 288867, per the SEC IAPD compilation report of 2026-09-29. Source: SEC Investment Adviser Public Disclosure (IAPD) (record). Data as of 2026-09-30.

Read the official record

SEC IAPD summary for CRD 288867 — registration, Form ADV, the Part 2 brochure (fees, conflicts, minimums).
FINRA BrokerCheck — look up the individual advisers at this firm.

Figures are what the firm reported on Form ADV Part 1A. “No commissions reported” means the firm did not check commissions as a form of compensation in Item 5.E; check Item 6.A activities and the Part 2 brochure for other conflicts. We do not rate or rank advisers.

All figures are self-reported by the firm on Form ADV Part 1A. The firm's Part 2A brochure (linked from IAPD) explains its fees, minimums and conflicts of interest in plain language — read it before you sign.

Other advisers in Macon

Beall Financial Planning, INC.596 Byars Dr. · Macon, GA 31210 · (478) 743-9023 · Financial planningCRD 125697 · % of assets, Hourly charges · $23.0 million AUMState registeredNo commissions reported Bickley Investments, LLC305 Carrick Way · Macon, GA 31210 · (478) 550-8141 · Financial planningCRD 326843 · % of assets · $447 AUMState registeredNo commissions reported Cfs Wealth Management1515 Bass Road, Suite D · Macon, GA 31210 · (478) 471-1875 · Financial planningCRD 135579 · % of assets, Fixed fees · $189.1 million AUMSEC registeredNo commissions reported J. L. Perkins Wealth Management, LLC215 Sheraton Boulevard · Macon, GA 31210 · (478) 254-3550 · % of assets managedCRD 174308 · % of assets · $142.2 million AUMSEC registeredNo commissions reported Smith, Brown & Groover INC. D/B/A Sbg Wealth Management4001 Vineville Ave · Macon, GA 31210 · (478) 474-7004 · % of assets managedCRD 1329 · % of assets · $284.2 million AUMSEC registeredNo commissions reported Wilson Wealth Stewardship1900a Northside Crossing · Macon, GA 31210 · (470) 357-6900 · Financial planningCRD 297725 · % of assets · $58.9 million AUMState registeredNo commissions reported

All 7 in Macon →