Your Ia
46yrs
Top advisor by experience in St. George
6yrs
Michael E Wade
Financial advisor at Soltis Investment Advisors
At a glance
Experience6 years (since 2020)
How that compares ?6 years in the industry
Office20 North Main St Suite 400, St. George, UT 84770
How the firm is paid ?Percent of assets, Flat fee, Performance fee
States licensed ?1 state
Services through Soltis Investment Advisors
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersEducational seminars and workshops
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Designations
CFP®
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Uniform Investment Adviser Law Examination
Uniform Combined State Law Examination
Career
- Jul 2025 – nowSoltis Investment Advisors, LLCCurrent firm
- 2022 – 2025J.p. Morgan Securities LLCPreviously
Questions to ask Michael
Tailored to Michael’s registration and firm.
- Your firm can charge performance-based fees. Would that apply to me?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Michael
How do I contact Michael?
Call Soltis Investment Advisors at 435-674-1600 and ask for Michael E Wade. Michael works from the St. George, UT office.
How long has Michael been a financial advisor?
Michael has been in the industry since 2020, about 6 years. 6 years in the industry.
What licenses does Michael hold?
Series 65, Series 66. Tap any license on this page to see what it allows.
Is Michael a fiduciary?
Michael is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Michael paid?
Soltis Investment Advisors reports being paid by a percentage of the assets they manage, flat or fixed fees, a share of investment gains. Ask Michael for your total yearly cost in dollars.
Official record as of October 2, 2026.
This profile is for information only and is not financial advice or a recommendation.
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