Ashley Vice
Solitude Financial · Denver, Colorado
Ashley Vice is a fee-only financial advisor at Solitude Financial in Denver, Colorado, who holds the CFP and CFA credentials. Ashley 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 | Denver, Colorado |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly |
| Accepting new clients | Yes |
| Assets under management | $363.5M across 787 accounts |
| Credentials | CFP · CFA |
| SEC registration | Investment adviser representative in CO, TX, VA · CRD 5024371 |
| Exams passed | Series 66 (2005) |
| Firm size | 8 employees |
| Disclosures | None reported |
| Website | www.solitudefinancial.com |
How Ashley'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 Ashley
Is Ashley Vice a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Ashley 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 Ashley charge for financial advice?
Ashley's firm, Solitude Financial, reports charging a percentage of assets and hourly fees on its SEC Form ADV.
Where is Ashley Vice based?
Ashley Vice is based in Denver, Colorado.
What does Ashley specialize in?
Ashley's specialties include tax planning.
What credentials does Ashley Vice hold?
Ashley Vice holds the CFP and CFA credentials.
Is Ashley Vice registered with the SEC?
Yes. Ashley Vice is registered as an investment adviser representative in CO, TX and VA (CRD 5024371), 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 Ashley Vice?
Through Ashley'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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