TB
CFA · CFP
TB
CFA · CFP

Ty Bilderback

26 Years of Experience
Charlottesville, VA

Ty Bilderback is a CFA, CFP-designated registered investment advisor at Solitude Financial Services, INC., based in Charlottesville, VA, with 26 years of industry experience. Ty operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 2 more. Their firm serves 164 clients with $360M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
6 advisors
Number of Clients
164 clients
Average Client Portfolio
$2.2M average
Assets Under Management
$363.5M

Fee Structure

Minimum Investment:None
Planning is included in investment management
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $1.0M1.00%
$1.0M - $2.0M0.80%
$2M+0.70%

Fees are generally negotiable for employees or clients well within retirement requiring only distribution and portfolio management strategies.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

236 East High Street, Charlottesville, VA, 22902

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Solitude Financial Services, INC.
August 2024 - Present · 1 yr 8 mos
Previous Registrations
Commonwealth Financial Network
March 2023 - October 2023 · 7 mos
Commonwealth Financial NetworkBroker
March 2023 - October 2023 · 7 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
December 1998 - August 2022 · 23 yrs 8 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
October 1998 - August 2022 · 23 yrs 10 mos
State Registrations2 states
TXVA
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
Ty Bilderback - Financial Advisor | TrueAdvisor