# Solomon Investments & Financial Planning, LLC

> Solomon Investments & Financial Planning, LLC is a state-registered investment advisory firm in Macon, GA, registered since 2021, reporting under $25 million in regulatory assets under management in its Form ADV filing dated May 30, 2025.

- CRD: 288867
- Filed as: SOLOMON INVESTMENTS & FINANCIAL PLANNING, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Macon, GA
- Filing period: October 2026
- Form ADV filing dated: May 30, 2025
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/288867
- AdvisorCensus page: https://advisorcensus.com/firm/solomon-investments-and-financial-planning-llc-macon-ga-288867

## Quick answers

**How is Solomon Investments & Financial Planning, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Solomon Investments & Financial Planning, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Solomon Investments & Financial Planning, LLC located?**
Solomon Investments & Financial Planning, LLC's principal office is in Macon, GA, according to its Form ADV.

**Is Solomon Investments & Financial Planning, LLC registered with the SEC or a state?**
Solomon Investments & Financial Planning, LLC is a state-registered investment advisory firm, registered since 2021. Status as filed: APPROVED. CRD 288867.

**How much does Solomon Investments & Financial Planning, LLC manage?**
Solomon Investments & Financial Planning, LLC reports $4,000,000 in regulatory assets under management in its Form ADV filing dated May 30, 2025 (0% discretionary).

**What types of clients does Solomon Investments & Financial Planning, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (75).

**Does Solomon Investments & Financial Planning, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/288867

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges

### Regulatory assets under management (Item 5.F)
- Total: $4,000,000
- Discretionary: $0
- Non-discretionary: $4,000,000

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 75 | $4,000,000 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Educational seminars/workshops

### Firm details
- Registered since: 2021 (5 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: GA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Solomon Investments & Financial Planning, LLC (CRD 288867): Form ADV filing data as of October 2026.