SOLITUDE FINANCIAL SERVICES, INC.
SEC RegisteredLeave the Crowd Behind
About the firm
Solitude Financial Services was started in 2011 by Gene Kowalski, a United captain and former Air Force instructor pilot. As an SEC-registered, fee-only fiduciary firm, Solitude serves pilot families all over the United States.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Wealth management including financial resilience planning, investment of new funds, PRAP (Pilot Retirement Account Plan) management through Personal Choice Retirement Accounts at Charles Schwab, portfolio management, tax alpha strategies, and professional tax filing services provided at no additional cost through a partnered CPA firm.
Who they serve
Pilots of United Airlines and their families across the United States
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 31 | $7.8M |
| High Net Worth Individuals | 133 | $356M |
| Investment Companies | 0 | — |
| Pooled Investment Vehicles | 0 | $0 |
| Pension/Profit Sharing Plans | 0 | $0 |
| Charitable Organizations | 0 | $0 |
| State/Municipal Entities | 0 | — |
| Insurance Companies | 0 | — |
| Sovereign Wealth Funds | 0 | — |
| Corporations | 0 | $0 |
0 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
6 advisors in the directory
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| Tier 1 | 1.00% |
| Tier 2 | 0.80% |
| Tier 3 | 0.70% |
Data as of February 4, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. SOLITUDE FINANCIAL SERVICES, INC. has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.