Gene Kowalski
Solitude Financial · Charlottesville, Virginia
Gene Kowalski is a fee-only financial advisor at Solitude Financial in Charlottesville, Virginia. Gene 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 |
| SEC registration | Investment adviser representative in TX, VA · CRD 5665299 |
| Exams passed | Series 65 (2009) |
| Firm size | 8 employees |
| Disclosures | None reported |
| Website | www.solitudefinancial.com |
How Gene'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 Gene
Is Gene Kowalski a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Gene 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 Gene charge for financial advice?
Gene's firm, Solitude Financial, reports charging a percentage of assets and hourly fees on its SEC Form ADV.
Where is Gene Kowalski based?
Gene Kowalski is based in Charlottesville, Virginia.
What does Gene specialize in?
Gene's specialties include tax planning.
Is Gene Kowalski registered with the SEC?
Yes. Gene Kowalski is registered as an investment adviser representative in TX and VA (CRD 5665299), 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 Gene Kowalski?
Through Gene'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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