Advisor at Solid Oak Advisory
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Firm
Solid Oak Advisory
Location
Pittsburgh, PA 15212
Credentials
Series 66
Industry experience
18 years
Michael Masilunas is a financial advisor at Solid Oak Advisory in Pittsburgh, PA, with 18 years of industry experience. He holds a Series 66 designation and previously worked at Lincoln Investment Planning, Inc. for eight years. Outside of his advisory role, he owns Coordinated Tax Management, LLC, a tax advisory business, and serves as a general partner to a private equity fund. Solid Oak Advisory provides investment management and comprehensive financial planning to individuals, high-net-worth clients, businesses, trusts, and estates. The firm emphasizes income-focused cash flow matching and a long-term, asset-class approach to equities, utilizing passive implementation, tax-loss harvesting, and model portfolios, while also offering retirement-plan and employee benefit consulting services.
Based on Solid Oak Advisory
Based on Solid Oak Advisory
Employee Benefit Plan Services: $5,000 one-time setup fee plus $2,000 monthly ongoing fee (both negotiable)
Up to 2.00% annually (maximum management fee; negotiable)
Fee-only: Comprehensive Financial Planning: $1,000 upfront fee plus $300-$2,000 monthly ongoing fees; one-time comprehensive plan fee $6,000 to $24,000 depending on complexity (negotiable)
100 South Commons, Suite 102
Pittsburgh, PA 15212
Pennsylvania
Solid Oak Advisory
2019 - Present (7 years)
Lincoln Investment Planning, Inc.
2011 - 2019 (8 years)
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Is active or affiliated with:
Insurance agent
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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