CRD: 150348
Solitude Financial Services, Inc.
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- Custodian
- Charles Schwab & Company · Fidelity/NFS
- Clients
- Retail
- Platforms
- Available
- Established Date
- 06-30-2009
- Office Locations
- 1
Office Locations
About Solitude Financial Services, Inc.
Solitude Financial Services is an SEC-registered, fee-only fiduciary advisory founded by United captain and former Air Force instructor pilot Gene Kowalski. The firm specializes in serving pilot families nationwide with goal-based planning, insurance and cash-reserve coaching, portfolio management, and tax-focused “tax alpha” strategies. A key differentiator is deep expertise in UAL’s Pilot Retirement Account Plan (PRAP), managed via Schwab Personal Choice Retirement Accounts, plus CPA-partnered tax filing included for clients.
Team overview
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Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
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Technology
Owner & Executives
GENE MICHAEL KOWALSKI
Financial Planner, PRINCIPAL, WEALTH ADVISOR
- CRD
- #5665299
- Ownership
- 75% or more
Ty W Bilderback
Chief Compliance Officer, WEALTH ADVISOR
- CRD
- #3113353
- Ownership
- 5% but less than 10%
Showing 2 of 6 owners & executives
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Jacob Levi Fleming
--
- CRD
- #6470155
Michael Whitney
--
- CRD
- #7251258
Showing 2 of 8 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $362,653,021 | $482,894 |
| Non-Discretionary | $859,515 | $23,875 |
| Total | $363,512,536 | $461,896 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
13F Holdings | Q2 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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