Solutions 4 Wealth provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, and educational seminars. Financial planning was provided to 1–10 clients last fiscal year. The firm advises 1 private fund.
Solutions 4 Wealth reports 209 clients. They include 124 individual clients, 77 high-net-worth individuals and 6 other investment advisers. Of its assets, 99.8% ($189M across 642 accounts) are managed with discretion; $326K across 7 accounts are not. It advised 3 clients without assets under management last fiscal year.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 59% | 14% |
| High-net-worth individuals | 37% | 85% |
| Investment companies | <1% | <1% |
| Pooled investment vehicles | <1% | <1% |
| Other investment advisers | 3% | <1% |
| Other client typesCorporations and other businesses; Other | Not reported | <1% |
Client shares use reported counts. Client types without a reported count are excluded from that total.
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 124 | $25.6M | 13.5% | $207K |
| High-net-worth individuals | 77 | $160M | 84.5% | $2.08M |
| Investment companies | 1 | $10K | 0.0% | $10K |
| Pooled investment vehicles | 1 | $1.61M | 0.9% | $1.61M |
| Other investment advisers | 6 | $783K | 0.4% | $130K |
| Corporations and other businesses | Fewer than 5 | $322K | 0.2% | — |
| Other | Fewer than 5 | $1M | 0.5% | — |
| Total | 209 | $189M | 100% | — |
- Clients
- 124
- Regulatory AUM
- $25.6M
- AUM share
- 13.5%
- Avg. per client
- $207K
- Clients
- 77
- Regulatory AUM
- $160M
- AUM share
- 84.5%
- Avg. per client
- $2.08M
- Clients
- 1
- Regulatory AUM
- $10K
- AUM share
- 0.0%
- Avg. per client
- $10K
- Clients
- 1
- Regulatory AUM
- $1.61M
- AUM share
- 0.9%
- Avg. per client
- $1.61M
- Clients
- 6
- Regulatory AUM
- $783K
- AUM share
- 0.4%
- Avg. per client
- $130K
- Clients
- Fewer than 5
- Regulatory AUM
- $322K
- AUM share
- 0.2%
- Avg. per client
- —
- Clients
- Fewer than 5
- Regulatory AUM
- $1M
- AUM share
- 0.5%
- Avg. per client
- —
Total
- Clients
- 209
- Regulatory AUM
- $189M
- AUM share
- 100%
- Avg. per client
- —
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 3
- Private funds advised
- 1
- Financial planning clients last fiscal year
- 1–10
Solutions 4 Wealth charges 0.50%–1.00% a year for its Asset Management. Each asset band is charged at its own rate. The fee is billed in advance, is negotiable and has a $1,500 annual minimum. The brochure also prices one other service, listed under fee details.
| Asset band | Annual rate |
|---|---|
| $0–$4M | 1.00% |
| $4M–$6M | 0.75% |
| $6M–$10M | 0.60% |
| $10M and above | 0.50% |
Fee details and sources
Other fees
- Financial Planning
- Financial planning is a mutually agreed fixed fee, with a maximum of $10,000 and half due when the agreement is signed.
Melissa Hatcher owns 25% to 50% of Solutions 4 Wealth. The leadership team of Solutions 4 Wealth includes Chief Compliance Officer Donald Hatcher. It has 5 employees.
Staff
- 5 employees
- 5 in advisory functions
- 5 state-registered reps
- 1 insurance agent
- Owns 25% to 50% of Solutions 4 Wealth, LTD
Melissa Hatcher
Control person · since February 2019
- Owns 25% to 50% of Solutions 4 Wealth, LTD
Donald Hatcher
Control person · since February 2019
Solutions 4 Wealth’s regulatory assets grew 1.7× from $113M (April 2021) to $189M (September 2026); clients rose from 180 to 209 and employees fell from 7 to 5.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | StaffEmployees | Offices |
|---|---|---|---|---|
| Sep 2026September 2026 | $189M | 209 | 5 | 1 |
| Mar 2025March 2025 | $174M | 236 | 7 | 3 |
| Mar 2024March 2024 | $142M | 212 | 6 | 3 |
| Mar 2023March 2023 | $120M | 186 | 9 | 3 |
| Mar 2022March 2022 | $143M | 176 | 9 | 3 |
| Apr 2021April 2021 | $113M | 180 | 7 | 3 |
Besides its headquarters, Solutions 4 Wealth has 0 offices, with 1 listed address in 1 state.
Texas · 1 listed address
- 566 North Kimball Ave, Suite 120, SouthlakeHQ
Contact and registration details
- Legal name
- Solutions 4 Wealth, LTD
- Headquarters
- 566 North Kimball Ave, Suite 120, Southlake, TX 76092
- Website
- solutions4wealth.com
- Phone
- 817-934-7010
- @51692482
- SEC file
- 801-121358
- Structure
- Texas limited partnership
- Fiscal year end
- December
Solutions 4 Wealth’s named custodian for separately managed accounts is Charles Schwab ($162M). Solutions 4 Wealth has custody of $2.34M for 2 clients.
- Charles SchwabCharles Schwab & Co., Inc. · San Francisco, CA · $162M100%
At year end, Solutions 4 Wealth’s separately managed accounts were mostly in funds (71%). Its reported 13F holdings for the quarter ended 30 June 2026 total $77.5M across 58 positions; the largest are Invesco SR Income TR (10.5%), Wisdomtree TR (10.2%) and Global X Fds (8.2%).
What the accounts hold
- Stocks7%
- Funds71%
- Bonds2%
- U.S. government and agency bonds1%
- Investment grade corporate bonds1%
- Cash7%
- Other13%
- Limited partnership interest in non-registered securities13%
How many clients does Solutions 4 Wealth have?
Solutions 4 Wealth has 209 clients and manages $189 million for them, as of September 2026. They include 124 individual clients, 77 high-net-worth individuals and 6 other investment advisers.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 23 September 2026
What services does Solutions 4 Wealth offer?
Solutions 4 Wealth provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, and educational seminars.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How much does Solutions 4 Wealth charge?
Solutions 4 Wealth charges 0.50%–1.00% a year for its Asset Management. Each asset band is charged at its own rate. The fee is billed in advance, is negotiable and has a $1,500 annual minimum.
Source: SOLUTIONS4WEALTH 2026 ANNUAL AMENDED ADV 2A, filed 27 March 2026
Which custodians does Solutions 4 Wealth use?
Solutions 4 Wealth’s separately managed account assets are held at Charles Schwab & Co., Inc. (San Francisco, CA), with $162M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 23 September 2026
How many financial advisors does Solutions 4 Wealth have?
Solutions 4 Wealth has 5 investment adviser representatives registered with state securities authorities, out of 5 employees, and 5 perform investment advisory functions. 0 employees are registered representatives of a broker-dealer and 1 employee is a licensed insurance agent.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Solutions 4 Wealth invest in?
At the end of its last fiscal year, Solutions 4 Wealth’s separately managed accounts held 71% registered funds (mutual funds, ETFs, BDCs), 13% other, 7% exchange-traded equities, 7% cash and equivalents, 1% U.S. government and agency bonds and 1% investment grade corporate bonds. The 13% other category is described as: Limited Partnership Interest in Non-Registered Securities. It advises 1 private fund.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Solutions 4 Wealth?
Solutions 4 Wealth’s direct owners are Melissa Hatcher and Donald Hatcher, each holding 50% or less.
Source: Form ADV Part 1A, Schedules A and B, filed 23 September 2026
How does Solutions 4 Wealth get paid?
Solutions 4 Wealth is paid through a percentage of assets under management and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact Solutions 4 Wealth?
Solutions 4 Wealth’s main office is at 566 North Kimball Ave, Suite 120, Southlake, TX 76092. Its phone number is 817-934-7010. Its website is solutions4wealth.com.
