# Solid State Wealth Advisory Group

> Solid State Wealth Advisory Group is an SEC-registered investment advisory firm, registered since 2026, reporting under $25 million in regulatory assets under management in its Form ADV filing dated September 24, 2026.

- CRD: 343436
- Filed as: SOLID STATE WEALTH ADVISORY GROUP
- Legal name: Solid State Wealth Advisory Group, LLC
- Registration: SEC-registered investment adviser (status as filed: 120-Day Approval)
- Filing period: October 2026
- Form ADV filing dated: September 24, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/343436
- AdvisorCensus page: https://advisorcensus.com/firm/solid-state-wealth-advisory-group-343436

## Quick answers

**How is Solid State Wealth Advisory Group compensated?**
On its Form ADV (Item 5.E, October 2026), Solid State Wealth Advisory Group reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).

**How much does Solid State Wealth Advisory Group charge?**
Its Form ADV Part 2A brochure dated July 27, 2026 states: Hourly rate: $500 an hour (financial planning and consulting). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Is Solid State Wealth Advisory Group registered with the SEC or a state?**
Solid State Wealth Advisory Group is an SEC-registered investment advisory firm, registered since 2026. Status as filed: 120-Day Approval. CRD 343436.

**How much does Solid State Wealth Advisory Group manage?**
Solid State Wealth Advisory Group reports $0 in regulatory assets under management in its Form ADV filing dated September 24, 2026.

**Does Solid State Wealth Advisory Group report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/343436

**Does Solid State Wealth Advisory Group state an account minimum?**
Its Form ADV Part 2A brochure dated July 27, 2026 says: "There is no minimum account size to engage with SSWAG."

**What changed in Solid State Wealth Advisory Group's recent Form ADV filings?**
In the October 2026 filing data: Registered or notice-filed in MT.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Fees and minimums (Form ADV Part 2A brochure dated July 27, 2026)

- Account minimum: None

> There is no minimum account size to engage with SSWAG.

- Hourly rate: $500 an hour (financial planning and consulting)

> Hourly fee services are offered based on an hourly fee of $500 per hour. Fees for financial plans are billed upon completion of the plan.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Regulatory assets under management (Item 5.F)
- Total: $0
- Discretionary: $0
- Non-discretionary: $0

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2026 (0 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, MT
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- solidstatewealthadvisorygroup.com

## Changes in the filing (last 12 months)

### October 2026
- Registered or notice-filed in MT.

### September 2026
- Newly registered with the SEC.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Solid State Wealth Advisory Group (CRD 343436): Form ADV filing data as of October 2026.
