TrueAdvisor
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EW
EW

Ethan Conley Woods

Soltis Investment Advisors, LLC
6 Years of Experience
View SEC Summary
View SEC Summary
Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningCharitable GivingHigh Net Worth
Soltis Investment Advisors, LLC
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
65 advisors
Number of Clients
4,499 clients
Average Client Portfolio
$1.9M average
Assets Under Management
$8.4B

Fee Structure

Minimum Investment:$750K

Location

201 Main St 4th Fl, [Tg-Rbo], Fort Worth, TX, 76102

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Soltis Investment Advisors, LLC
October 2025 - Present · 4 mos
Previous Registrations
Wells Fargo Advisors
March 2025 - October 2025 · 7 mos
Wells Fargo Clearing Services, LLCBroker
March 2025 - October 2025 · 7 mos
Fisher Investments
September 2021 - March 2025 · 3 yrs 6 mos
Purshe Kaplan Sterling InvestmentsBroker
February 2020 - July 2021 · 1 yr 5 mos
AXA Advisors, LLCBroker
November 2018 - February 2020 · 1 yr 3 mos
State Registrations1 state
TX
Advisor
Exams
No exam information available for this advisor.