Tyler B. Rowe, CFP^®

Solana Investment Solutions

2305 Historic Decatur Rd, Ste 100
San Diego, CA 92106-6071

FINANCIAL ADVISOR'S WEBSITE

solanais.com

[email protected]

Compensation

COMPENSATION METHODS

Fee Only

COMPENSATION CONSIDERATIONS

Financial Planning Only: $250/month with a one-year commitment. Financial Planning and Investment Management: 0.70% annually on first $5 million of assets under management ($500,000 minimum assets) 0.35% annually on assets over $5 million

Minimums

HOUSEHOLD INCOME MINIMUM

$300,000

Investable Asset Minimum

$500,000

My Links

Solana Investment Solutions

General

Tyler Rowe is a CERTIFIED FINANCIAL PLANNER® professional and member of the Financial Planning Association. Serving clients at Solana Investment Solutions in San Diego, CA and the surrounding communities.

Financial Advisor Overview

We are a fiduciary, fee-only financial planning and investment management firm that specializes in helping families and individuals plan for buying a home in San Diego, whether you're a first-time homebuyer, upsizing with a growing family, or downsizing into retirement. We provide comprehensive financial planning, and we manage more than $500 million, striving to identify investment managers that can deliver above-benchmark returns for our clients.

Financial Advisor Experience

Tyler joined Stolper & Co in 2023 and launched Solana Investment Solutions, a division of Stolper, in 2024. He has 15 years of experience in investment analysis including as an equity analyst at Adams Funds and Corbyn Investment Management. Most recently, Tyler led a credit research team as Vice President at Realty Income. Tyler earned his MBA at the University of Wisconsin - Madison. He also became a CFA charterholder in 2013 and a CFP® practitioner in 2023.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

Designations & Certifications

CERTIFIED FINANCIAL PLANNER^®
Chartered Financial Analyst (CFA)

Broker-Dealer Disclaimer

We are an independent RIA.

Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Buying a Home, Charitable & Planned Giving, Asset Allocation, Estate Planning, Investment Management, Mutual Funds, Retirement, Stocks & Bonds, Life Planning, Long-term Care, Starting a Family, Medical & Health Issues