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Paul Tingley

Advisor at Silver Oak Securities, Incorporated

Updated today

Location

Martinsville, IN 46151

Credentials

CFP®, Series 63, Series 66

Industry experience

38 years

About

Paul Tingley is a CFP® professional with 38 years of industry experience, currently serving at Silver Oak Securities, Incorporated since 2018. He has previously worked with Ssnai, Securities Service Network, and Financial Resource Advisors, where he continues as a manager of a fixed insurance agency. In addition to his advisory role, he manages a personal farm in Martinsville, IN, and consults for Invite Wealth Management on financial planning, investment management, insurance, and business succession planning. Silver Oak Securities, Incorporated provides advisory services to individuals, families, corporations, retirement plans, and charitable organizations, managing over $2 billion in discretionary assets. The firm offers tailored portfolio management and unified managed account programs combining internal and third-party strategies, delivering investment advice primarily on a discretionary basis.

Client services

Based on Silver Oak Securities, Incorporated

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

Based on Silver Oak Securities, Incorporated

Charitable giving & philanthropy

Occupation focus

Based on Silver Oak Securities, Incorporated

Executive Founder/Business Owner

Demographic focus

Based on Silver Oak Securities, Incorporated

HENRY (High Earners, Not Rich Yet)

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Fee options

Fixed

Financial planning flat fee up to $35,000; Align Wealth Management fixed annual fee $15,000 - $75,000.

Percentage

$0+: Negotiable up to 2% annually (Advisor Fee) $0+: Platform Fee: $45 per year per account plus 0.08% - 0.15% annually (Compass) $0+: Platform Fee: $45 per year per account plus 0.05% - 0.25% annually (AdvisorFX)

Commissions

Financial Professionals may receive commissions for securities and insurance products as registered representatives and agents.

Project-based

Financial planning and consultation fees: $300 per hour.

Other

Fee-only: Financial planning and consultation fees: $300 per hour; $300 per month; or $35,000 flat fee.

Location

389 E. Morgan Street, Ste. 1

Martinsville, IN 46151

Most active in

Indiana

Work history

Silver Oak Securities, Inc.

2018 - Present (8 years)

Ssnai

2012 - 2018 (6 years)

Securities Service network

2012 - 2018 (6 years)

Financial Resource Advisors

2007 - Present (19 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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