Andrew St.Jean
Solitude Financial · Charlottesville, Virginia
Andrew St.Jean is a fee-only financial advisor at Solitude Financial in Charlottesville, Virginia, who holds the CFP credential. Andrew focuses on tax planning. Solitude Financial reports charging a percentage of assets and hourly fees on its Form ADV.
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Specialties
Facts
| Firm | Solitude Financial |
|---|---|
| Based in | Charlottesville, Virginia |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly |
| Accepting new clients | Yes |
| Assets under management | $363.5M across 787 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in TX, VA · CRD 6666984 |
| Exams passed | Series 66 (2017) |
| Firm size | 8 employees |
| Disclosures | None reported |
| Website | www.solitudefinancial.com |
How Andrew's firm compares
- Solitude Financial's average account is about $462,000, from its Form ADV (assets managed divided by 787 accounts).
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Questions about Andrew
Is Andrew St.Jean a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Andrew holds no broker registration, and Solitude Financial reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Andrew charge for financial advice?
Andrew's firm, Solitude Financial, reports charging a percentage of assets and hourly fees on its SEC Form ADV.
Where is Andrew St.Jean based?
Andrew St.Jean is based in Charlottesville, Virginia.
What does Andrew specialize in?
Andrew's specialties include tax planning.
What credentials does Andrew St.Jean hold?
Andrew St.Jean holds the CFP credential.
Is Andrew St.Jean registered with the SEC?
Yes. Andrew St.Jean is registered as an investment adviser representative in TX and VA (CRD 6666984), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Solitude Financial manage?
Solitude Financial reports $363.5M across 787 accounts in assets under management.
How do I contact Andrew St.Jean?
Through Andrew's website, www.solitudefinancial.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- Solitude Financial website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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