Silver Oak Leaf Financial Services L.L.C.
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$8,556,668
Clients
30
10% high-net worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
30
TypicalAverage account size
$285,222
About
Silver Oak Leaf Financial Services L.L.C. serves individual and high-net-worth clients with discretionary investment management, project-based financial planning, and an ongoing comprehensive planning option. The firm provides tailored investment policies and written financial plans covering retirement, tax, estate, insurance, cash flow and education funding as part of its advisory services.
SOLFS develops client-specific investment policy statements through personal discussions and implements portfolios that emphasize passive, asset-class allocations while employing fundamental analysis for security selection when appropriate. The firm also offers access to third-party, model-based management—specifically using XY Investment Solutions as a sub-advisor that implements Modern Portfolio Theory–based model portfolios on a discretionary basis.
Noteworthy for a solo independent adviser, SOLFS manages roughly $8.56 million for about 30 clients and documents periodic client communications, including annual Form ADV updates, written or electronic financial plans, quarterly reviews and an annual written report to investment advisory clients. The firm maintains custody relationships through Charles Schwab and participates in Schwab’s institutional program, which provides reporting, research and practice-management support, and it offers a fixed-monthly ongoing planning service alongside its percentage-of-AUM management.
Client services
Financial planning
Portfolio management
Selection of other advisers
Newsletters or periodicals
Expertise
Cash flow / budgeting
Fee options
Project-Based Financial Planning fixed fee $500-$3,500
$1 - $500,000: 1.00% $500,001 - $1,000,000: 0.90% $1,000,001 - $2,000,000: 0.80% $2,000,001+: Negotiable
Account minimum: $500,000 minimum for Investment Management using Third Party Managers (may be waived at discretion) Fee-only: Ongoing Comprehensive Financial Planning: $500 upfront + $200-$500 per month (monthly fee based on complexity and negotiable); Project-Based Financial Planning: fixed fee $500-$3,500
Main office location
Silver Oak Leaf Financial Services L.L.C.
Bluffton SC, United States
Number of offices
1
Most active in
Silver Oak Leaf Financial Services L.L.C. has reported serving >5 clients in these states in the last 12 months.
South Carolina · Texas
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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