Solid Oak Advisory
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$1,840,000
Total clients
8
0% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
8
Average account size
$230,000
About
Solid Oak Advisory provides ongoing investment management and comprehensive financial planning to individuals, high‑net‑worth clients, businesses, trusts, and estates, and also offers retirement-plan advice and employee benefit plan services such as 401(k) setup and consulting. The firm coordinates with third‑party professionals for tax, accounting, and legal matters as part of its planning engagements.
The firm's investment approach emphasizes matching cash flows for income needs (using bonds, annuities, structured products and other income-producing instruments) and an asset-class, long‑term framework for equities, favoring passive implementation with periodic rebalancing and tax‑loss harvesting. Portfolios may be managed with model portfolios and outside managers accessed through the Altruist Model Marketplace, and the firm can build custom portfolios and use tax‑management tools to address client suitability and liability schedules.
Solid Oak’s profile includes several features that are uncommon among similar independent advisers: it serves as the general partner to a private equity special‑purpose vehicle (Solid Oak SPV, LP), has an affiliated tax‑service business (Coordinated Tax Management LLC) that can provide fee waivers for advisory clients, and its principals are licensed to offer insurance products. The firm also provides employer-directed pension consulting and maintains an institutional relationship with Altruist that delivers technology and support benefits—arrangements the firm discloses and manages as potential conflicts of interest.
Client services
Financial planning
Portfolio management
Pension consulting
Selection of other advisers
Expertise
Income planning
Tax-loss harvesting
Retirement plans for business owners (SEP, solo 401k)
Private / alternative investments
Fee options
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)
Main office location
Solid Oak Advisory
100 South Commons, Suite 102
Pittsburgh PA 15212, United States
Number of offices
1
Most active in
Solid Oak Advisory has reported serving >5 clients in these states in the last 12 months.
Ohio · Pennsylvania
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 active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
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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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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
Quick links
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