Back to top

Richard Andrew Solt

Experienced Financial Advisor that specializes in retirement planning and investment management

Fisher Investments

Dallas

TX

Contact Me

Overview

Services

Advisor Services

  • Financial Planning
    • -Estate Planning
    • -Comprehensive Financial Planning
    • -Retirement Planning
    • -College Planning
    • -Charitable Planning
    • -Other Financial Planning
    • -Tax Planning
  • Insurance
    • -Life Insurance
    • -Long-Term Care Insurance
    • -Annuities
    • -Business Insurance
  • Portfolio Management
    • -Individuals and/or Small Businesses
    • -Investment Companies
    • -Businesses or Institutional Clients
    • -Other Portfolio Management

Funds

Funds Used With Clients

Fund Assets in Fund
Dodge & Cox Stock Fund <$1M

    Firm Client types

    Qualifications

    Experience

    No timeline events available.
    Employer Years Dates
    Fisher Investments 1 year, 4 months Aug 2018 - Present
    Edward Jones 3 years, 1 month Jul 2015 - Aug 2018
    Tdameritrade, Inc 1 year, 7 months Dec 2013 - Jul 2015
    Usaa Financial Planning Services 1 year, 5 months Jul 2012 - Dec 2013
    Usaa Financial Advisors, Inc. 1 year, 5 months Jul 2012 - Dec 2013
    Fidelity 2 years, 4 months Mar 2010 - Jul 2012
    Darden 1 year, 9 months May 2008 - Feb 2010

    Designations & Memberships

    • Kingdom Advisors
      Membership
      Kingdom Advisors
      Kingdom Advisors is a community of Christian financial professionals integrating faith and practice for Kingdom impact.
    • Accredited Asset Management Specialist
      Designation
      Accredited Asset Management Specialist
      Individuals holding this designation are well versed in asset management processses, asset allocation and selection, taxation of investment products, investments and insurance for both individuals and businesses
    • Accredited Wealth Management Advisor
      Designation
      Accredited Wealth Management Advisor
      Individuals holding this designation are well versed in wealth transfers, federal taxation, retirement planing and planning for end-of-life needs.

    Articles and Answers

    Insights by Richard Solt

    2018 Tax Reform: What you Need to Know
    Published 2017-12-21 12:46:42
    2018 Tax Reform: What you need to know
    Published 2017-12-21 12:45:32
    Protect Three Key Goals With Life Insurance
    Published 2017-11-29 12:50:14
    Can you Afford to retire early?
    Published 2017-11-29 12:33:16
      *Articles are published by advisors without compensation.

      Answers

      Ask a financial questionAsk a question
      I have a small 401k and have quit job. I would like to cash out asap.
      I would love to help you out....please either call my office at 972.239.5630 or you can text/call my cell at 210.213.3373...  (more)
      Answered Nov 2017
      Whats ur phone number .. So i can talk someone about signing up..
      Good Afternoon!...My office number is 972.239.5630...  (more)
      Answered Nov 2017
      What are some biblical principles for finance?
      Don,There is a designation called the Kingdom Advisors that is given to Financial Advisors that are taught planning and investment management from a biblical standpoint. I would recommend you discuss your question with someone that has that designation. ...  (more)
      Answered Nov 2017
      Can I get my 401k money out was told I had to wait one year was curious advisor wasn't sure on any other questions I ask?
      Vincent,Did they state a reason why you had to wait a year? If you're no longer working for the company there shouldn't be a restriction. ...  (more)
      Answered Sep 2016
      Walmart mart mutual funds vs. Trusts . no dividends. No reinvesting into trust either?
      Good Afternoon Patrick...I would be happy to help you with this. Do you know the mutual fund symbol by chance?If you would feel more comfortable to communicate by email or phone here is my info...Rick.solt@edwardjones.com972-239-5630...  (more)
      Answered Sep 2016
      AHOLD 401K plan - i left the Company. Can i still keep the 401k account at Fidelity?
      Typically you can....Some 401k plans require you to move the 401k plan though. Also, you may benefit better by having a rollover IRA. I would love to help you go over your options. Please let me know if I can help.Rick Solt, AAMS, AWMAFinancial Advisor972.239.5630Rick.Solt@edwardjones.com ...  (more)
      Answered Jan 2018
      Thinking about getting TRS Partial Lump Sum, what is the best way to invest it?
      It depends on what you're looking to accomplish (you want the money for a short-term need, long-term need, looking for income, etc.). I would love to go over what would work best for you. Please feel free to call or email me. Rick Solt, AAMS, AWMA972.239.5630Rick.solt@edwardjones.com...  (more)
      Answered Jan 2018
      Should i retire now would i get the entire amount of money in the account.Thank You?
      Good Morning Wendell!Possibility...It depends what type of account and investment it is. I would love to help look at it for you and go over your options. Feel free to email or call.Rick SoltRick.Solt@edwardjones.com972.239.5630...  (more)
      Answered Jan 2018
      My mother passaway i get two check in her name how to i cash them .we have no will and her bank is close out . Got them?
      Kathy,There is many potential ways to do this depending on circumstances. Feel free to email or call me to go over options.Rick.Solt@edwardjones.com972-239-5630...  (more)
      Answered Feb 2018
      How do i withdraw my 401 k from and ex-employer?
      Ennis,Usually, we can call the provider and initiate it. I would be happy to help if I had more info.Rick Solt972.239.5630Rick.solt@edwardjones.com...  (more)
      Answered Feb 2018
      Retirement?
      Wendell,I'm assuming you're talking about the Sheet Metal Workers' National Pension fund? It's a unique plan and would love to go over the options with you. It depends on a few factors. Feel free to call or email.-Rick Rick.Solt@edwardjones.com972.239.5630 ...  (more)
      Answered Feb 2018
      I will be 62 in October and would like to receive my retirement benefits, where do I start?
      Good Morning Abraham,I would be happy to help you with this process and discuss your options for your 401k. Please feel free to email or call me.Rick.Solt@edwardjones.com972-239-5630...  (more)
      Answered Aug 2016
      HOW CAN I FIND OUT ON MY PLAN # 36-4344424-002?
      Good Morning Jose,Do you know whom your plan administrator is? I would be happy to help you with this. Please feel free to email or call me.Rick.Solt@edwardjones.com972-239-5630...  (more)
      Answered Aug 2016
        *Answers are submitted by advisors without compensation.

        Licenses & Conducts

        SEC
        U.S. Securities and Exchange Commission
        • license status
          Registered
        • disclosures
          None
        • as of date
          Nov 14, 2019
        FINRA
        FINRA
        • license status
          Not registered
        • disclosures
          None
        • as of date
          Nov 15, 2019
        Review the status and details of the disclosures noted above using the SEC's Investment Advisor Public Disclosure website:

        Assets

        Advisor

        Last updated on Nov. 15, 2019
          • $65.0M
            Total Assets Under Management
          • $0
            Total Assets Under Advisement
          • 170
            number of clients
          • $382.4K
            Estimated Average Account Balance Per Client

        Fisher Investments

        Last updated on May 6, 2019
          • $94.1B
            Total Assets Under Management
          • N/A
            Total Assets Under Advisement
          • 57K
            Accounts
          • $1.6M
            Estimated Average Account Balance

        Fees

        Types of Compensation Arrangements

        • Percentage Of Assets
        • Performance-Based Fees