Alexander Dunne
Silveroak Wealth Management · Edina, Minnesota
Alexander Dunne is a fee-only financial advisor at Silveroak Wealth Management in Edina, Minnesota, who holds the CFP credential. Silveroak Wealth Management reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
Request an introduction to Alexander →
Facts
| Firm | Silveroak Wealth Management |
|---|---|
| Based in | Edina, Minnesota |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $2.00B across 1,992 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in MN · CRD 6927779 |
| Firm size | 23 employees |
| Disclosures | None reported |
| Website | www.silveroakwealth.com |
How Alexander's firm compares
- Silveroak Wealth Management's average account is about $1.0 million, from its Form ADV (assets managed divided by 1,992 accounts).
Request an introduction to Alexander
Tell Alexander a little about what you're looking for. Alexander isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Alexander
Is Alexander Dunne a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Alexander holds no broker registration, and Silveroak Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Alexander charge for financial advice?
Alexander's firm, Silveroak Wealth Management, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Alexander Dunne based?
Alexander Dunne is based in Edina, Minnesota.
What credentials does Alexander Dunne hold?
Alexander Dunne holds the CFP credential.
Is Alexander Dunne registered with the SEC?
Yes. Alexander Dunne is registered as an investment adviser representative in MN (CRD 6927779), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Silveroak Wealth Management manage?
Silveroak Wealth Management reports $2.00B across 1,992 accounts in assets under management.
How do I contact Alexander Dunne?
Through Alexander's website, www.silveroakwealth.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Edina
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
See something wrong? Request a correction. Read our methodology.