Silver Oak Securities, Incorporated

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Total assets under management

$2,028,010,263

Total clients

8,591

8% high-net worth

Total advisors

106

of 106 employees

Firm size

Enterprise

51-2,000 advisors or $10B+ in AUM

Average clients per advisor

Average account size

$236,062

Client services

Financial planning Portfolio management Pension consulting Selection of other advisers

Fee options

Fixed

Financial planning and consultation flat fees up to $35,000; Align Wealth Management fixed annual fee $15,000 to $75,000

Percentage

$0+: Negotiable up to 2% maximum annual Advisor Fee (may be flat or tiered) $0+: Platform Fee: $45 per year per account (pro-rated) plus asset-based fee between 0.08% - 0.15% for Compass and Align Wealth Management $0+: Platform Fee: $45 per year per account (pro-rated) plus 0.20% asset-based fee for AdvisorFX accounts

Commissions

Broker-dealer commissions for securities transactions separate from advisory fees

Project-based

Financial planning and consultation charged at $300 per hour

Other

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

Disclosures

Main office location

Silver Oak Securities, Incorporated

403 N. Parkway, Ste. 101

Jackson TN 38305, United States

Number of offices

Forms ADV

Form ADV Part 2: Client Brochure Form ADV Part 3: Client Relationship

Quick links

LinkedIn Facebook Website 731-668-3825

Advisors at this firm

Thomas L

Series 63, Series 65

Floyds Knob, IN

Silver Oak Securities, Incorporated

Gary D

CFP®, Series 63, Series 65

Jesup, GA

Silver Oak Securities, Incorporated

Nicholas P

Series 66

Louisville, KY

Silver Oak Securities, Incorporated

Charlotte G

Series 63, Series 66

Jackson, TN

Silver Oak Securities, Incorporated

Richard M

Series 63, Series 65

Louisville, KY

Silver Oak Securities, Incorporated

Larry P

Series 66

Knoxville, TN

Silver Oak Securities, Incorporated

Andrew M

Series 63, Series 66

Nashville, TN

Silver Oak Securities, Incorporated

Brian J

Series 63, Series 65

Knoxville, TN

Silver Oak Securities, Incorporated

Ed M

ChFC®, Series 63

Chattanooga, TN

Silver Oak Securities, Incorporated

Anita S

Series 63, Series 65

Voorhees, NJ

Silver Oak Securities, Incorporated

Bryce W

Series 66

Mount Joy, PA

Silver Oak Securities, Incorporated

James G

Series 63, Series 65

Chapel Hill, TN

Silver Oak Securities, Incorporated

Michael S

CFP®, Series 63, Series 65

Delaware, OH

Silver Oak Securities, Incorporated

Stacia J

Series 66

Greenwood, IN

Silver Oak Securities, Incorporated

Paul T

CFP®, Series 63, Series 66

Martinsville, IN

Silver Oak Securities, Incorporated

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