Michael Whitney
Solitude Financial · Charlottesville, Virginia
Michael Whitney is a fee-only financial advisor at Solitude Financial in Charlottesville, Virginia, who holds the CFP credential. Michael 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 7251258 |
| Exams passed | Series 63 (2020) |
| Firm size | 8 employees |
| Disclosures | None reported |
| Website | www.solitudefinancial.com |
How Michael'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 Michael
Is Michael Whitney a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Michael 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 Michael charge for financial advice?
Michael's firm, Solitude Financial, reports charging a percentage of assets and hourly fees on its SEC Form ADV.
Where is Michael Whitney based?
Michael Whitney is based in Charlottesville, Virginia.
What does Michael specialize in?
Michael's specialties include tax planning.
What credentials does Michael Whitney hold?
Michael Whitney holds the CFP credential.
Is Michael Whitney registered with the SEC?
Yes. Michael Whitney is registered as an investment adviser representative in TX and VA (CRD 7251258), 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 Michael Whitney?
Through Michael'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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