SI
Soltis Investment Advisors, LLC
SEC RegisteredTrade Your Financial Worries For More
St. George, UThttps://soltisadvisors.com435-674-1600
Assets Under Management
$5B–$25B
Employees
121
Office Locations
8 offices
Total Accounts
5414
About the firm
At Soltis, we want to know what's important to you, so we can evaluate or begin your financial planning based on those values. As we discover what you want most out of life, we can design financial strategies to help you achieve it. Our fee-only structure means our recommendations are unbiased and based only on what you want out of life.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
IndividualsHigh Net WorthPension/Profit SharingCharitable OrganizationsState/Municipal
Areas of expertise
Wealth ManagementRetirement PlanningFee-onlyFiduciaryInstitutional Retirement PlansFinancial PlanningInvestment Management
Services
Individual wealth management, retirement planning, and institutional and retirement plan services, offered through a fee-only, fiduciary model using a proprietary investment analysis process.
Who they serve
Individual clients seeking wealth management and retirement planning, as well as companies and their employees seeking retirement plan services.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 1,906 | $397M |
| High Net Worth Individuals | 3,207 | $6.5B |
| Charitable Organizations | 243 | $4.7B |
| State/Municipal Entities | 20 | — |
14 total clients reported on Form ADV.
Leadership
Inc. Soltis Investment Advisors
ENTITY
Lon Edgar Henderson
PRESIDENT AND CEO
Hal Gary Anderson
EXECUTIVE VP / CCO
Lon Edgar Henderson
MANAGING MEMBER, PRESIDENT AND CEO
Hal Gary Anderson
MANGING MEMBER, EVP & CHIEF COMPLIANCE OFFICER
Office locations
8 offices in 7 states
UT
St. GeorgeHQ
WA
Bellevue
UT
Salt Lake City
TX
Southlake
MI
Novi
AZ
Chandler
FL
Palm Beach Gardens
IL
Oakbrook Terrace
Advisors at this firm
83 advisors in the directory
Taylor David Acevedo
Investment Adviser Representative
Thomas James Adams
Investment Adviser Representative
Hal Gary Anderson Mr.
Investment Adviser Representative
Jacob Gary Anderson
Investment Adviser Representative
Kim Dean Anderson Mr.
Investment Adviser Representative
Nathaniel Robert Barton
Investment Adviser Representative
Christie Nichole Behunin
Investment Adviser Representative
Timothy Matthew Brann
Investment Adviser Representative
Scott Stanton Barrett
Investment Adviser Representative
Elizabeth Kaylen Bibeau Salinas
Investment Adviser Representative
Bernard James Braudis
Investment Adviser Representative
Jacob Brent Butterfield
Investment Adviser Representative
Ryan Lance Croy
Investment Adviser Representative
James Amos Camp
Investment Adviser Representative
Ammon Lee Christensen
Investment Adviser Representative
Leah Cogguillo
Investment Adviser Representative
Wayne Floran Demeester
Investment Adviser Representative
Jansen Kelly Davidson Jr.
Investment Adviser Representative
Coltin Edward Davis
Investment Adviser Representative
Mardie Lynn Dotseth
Investment Adviser Representative
Christopher Walker Dulgarian
Investment Adviser Representative
Ryan Bradford Ennis
Investment Adviser Representative
Emma Harrison Egan
Investment Adviser Representative
Mason Daniel Ekker
Investment Adviser Representative
Mark Essenfeld
Investment Adviser Representative
Tyler Jon Finlinson Mr.
Investment Adviser Representative
Selby Moleli Fauatea
Investment Adviser Representative
Samuel Barth Gardiner
Investment Adviser Representative
Tyson Ron Gillies
Investment Adviser Representative
Darren Matthew Harp
Investment Adviser Representative
Tyler H Headlee
Investment Adviser Representative
Lon Edgar Henderson Mr.
Investment Adviser Representative
Spencer Mark Humphrey
Investment Adviser Representative
Maizy May Hall
Investment Adviser Representative
Joshua James Hamblin
Investment Adviser Representative
Jeffrey Harris
Investment Adviser Representative
Logan Richter Holbrook
Investment Adviser Representative
Wade Riley Holmstead
Investment Adviser Representative
Benjamin West Justice
Investment Adviser Representative
Tyler Alec Jackson
Investment Adviser Representative
Hunter Gregory Johnson
Investment Adviser Representative
Travis Russell Johnstone
Investment Adviser Representative
Paul Jude
Investment Adviser Representative
Douglas Paul Kinsey
Investment Adviser Representative
Karen Lynn Kittrell
Investment Adviser Representative
Caden Tyler Keate
Investment Adviser Representative
Glenn William Koehl
Investment Adviser Representative
Tyler John James Leuning
Investment Adviser Representative
Marcus Chase Littlewood
Investment Adviser Representative
Robert Bruce Merrell
Investment Adviser Representative
Brent David Moore
Investment Adviser Representative
Alyssa McLaughlin
Investment Adviser Representative
Ryan Philip Murray
Investment Adviser Representative
Kyle D Neuenschwander
Investment Adviser Representative
Walter Paul Peterson
Investment Adviser Representative
Jason Scott Rasmussen
Investment Adviser Representative
Thomas Craig Kwang-Soo Rasmussen
Investment Adviser Representative
Gerard Raymond
Investment Adviser Representative
James Grant Shumway Mr.
Investment Adviser Representative
Jason Christopher Stuhmer
Investment Adviser Representative
Jonathan Drake Saculles
Investment Adviser Representative
Maggie Ryan Scanlon
Investment Adviser Representative
Alexander Lee Shaw
Investment Adviser Representative
Melissa Spragg
Investment Adviser Representative
Derek Ezra Tanuvasa
Investment Adviser Representative
Clark Valantine Taylor Mr.
Investment Adviser Representative
Michael David Turvey
Investment Adviser Representative
Jacob Michael Taggart
Investment Adviser Representative
Mark Joseph Theall
Investment Adviser Representative
Herman Tkach
Investment Adviser Representative
Karl David Tresner
Investment Adviser Representative
William W Wallace Mr
Investment Adviser Representative
Jay Lamarr Wells
Investment Adviser Representative
Tyler Kay Wilkinson Mr.
Investment Adviser Representative
Jedd Morgan Wilson
Investment Adviser Representative
Cody R Wiseman
Investment Adviser Representative
Shawn S Woods Mr
Investment Adviser Representative
Michael E Wade
Investment Adviser Representative
Jacob Gregory Wagner
Investment Adviser Representative
Austin Wilcox
Investment Adviser Representative
Blake Matthew Williamson
Investment Adviser Representative
Ethan Conley Woods
Investment Adviser Representative
Krista Dawn Young
Investment Adviser Representative
Regulatory & compliance
CRD number
#154690
SEC Number
801-71833
Disciplinary History
No
Fee Model & Minimums
Model: AUM / Flat Fee / Performance-based
Minimum: $750,000 (waivable)
| Asset tier | Annual rate |
|---|---|
| Up to $1,000,000 | 1.25% |
| $1,000,000 - $2,000,000 | 1.15% |
| $2,000,000 - $5,000,000 | 0.90% |
| $5,000,000 - $10,000,000 | 0.80% |
| Over $10,000,000 | — |
Data as of March 30, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
Website
soltisadvisors.comPhone
435-674-1600Editorial disclosure
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Soltis Investment Advisors, LLC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
Find the right advisor for you
Take the free 3-minute assessment to get matched with advisors who fit your goals.
Get Matched