Solitude Financial Services, Inc. fees and pricing
Financial planner in Charlottesville, Virginia. Registered with the SEC.
According to its Form ADV Part 2A brochure dated May 9, 2026, Solitude Financial Services, Inc. charges $250 an hour for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed May 9, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $250/hr
“For our hourly consulting arrangements, each hour or 30-minute portion thereof is billed at $250 an hour.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Solitude Financial Services, Inc. bills
Payment and refund terms, quoted from the fee section of the brochure.
- “SFS assesses fees based on a percentage of assets under management (“AUM”), paid quarterly in arrears, using a cascading fee schedule that decreases the fee percentage within each tier.”
- “When possible, Roth account fees are billed to taxable accounts.”
- “For new clients, fees are prorated based on the number of days services are provided during the initial billing period for services commenced.”
How Solitude Financial Services, Inc.’s fees compare
- Its hourly rate of $250 is below the Virginia median of $260. 30% of the 203 other Virginia planners that publish an hourly rate charge less.
- 1 of the 4 other planners in Charlottesville that publish an hourly rate charge less.
About Solitude Financial Services, Inc.
“At our discretion, we may provide portfolio and financial planning advice through an hourly consulting arrangement to our client’s family members.”
- Firm size: 8 employees.
- Founded: 2006 (20 years).
Planning areas mentioned in the brochure
- Retirement planning
- Estate planning
- Cash flow and budgeting
Firm details from Form ADV
- How the firm is paid
- Hourly fees, percentage of assets under management
- Charges a % of assets
- Yes
- Highest asset based fee in brochure
- 1% a year
- Clients
- 164
- Employees
- 8
- Works with
- Individuals and high net worth individuals
- Services reported to regulators
- Financial planning and portfolio management for individuals and small businesses
- Assets managed
- $363,512,536
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported
- SEC CRD number
- 150348
- Phone
- (434) 218-2201
Can advise clients in 8 states: Colorado, Florida, Maryland, North Carolina, Pennsylvania, Texas, Virginia, Washington
Other planners in Charlottesville that publish fees
- Aria Wealth PartnersCharlottesville$2,500-$10,000
- Broadpark Advisors, LLCCharlottesville$250/hr, $300
- High Top Growth PartnersCharlottesville$500/hr, $10,000
- Marotta Wealth Management, Inc.Charlottesville$500/hr, $1,000/qtr
- Miller Asset Solutions LLCCharlottesville$1,000/yr
- Nicolette Financial Advisors LLCCharlottesville$150-$200/hr, $150/qtr
Is something on this page wrong or out of date? Email corrections@plannerfees.com and PlannerFees will check it against the firm's latest filing.