Solitude Financial

Solitude Financial at a glance

• One of 305 fee-only firms based in Virginia in the Wellspent graph.
• 6 advisors are listed here; 5 of 6 hold the CFP.
• Its Form ADV reports 8 employees and 164 individual clients, 133 of them high net worth.
• Its average account is about $462,000 (assets it manages divided by its 787 accounts).

Fee-only advisors in Virginia · What fee-only advisors charge in Virginia

Facts

Solitude Financial fees

Solitude Financial doesn't publish its prices on its website, or we couldn't confirm them word for word. Ask for its Form ADV Part 2A, which must describe its fees.

For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.

What its SEC filing says

Advisors at this firm (6)

• Andrew St.Jean

  CFP

• Ashley Vice

  CFP · CFA

• Gene Kowalski

• Jacob Fleming

  CFP

• Michael Whitney

  CFP

• Ty Bilderback

  CFP · CFA