Kathleen Nelson
Silveroak Wealth Management, LLC · Edina, Minnesota
Kathleen Nelson is a fee-only financial advisor at Silveroak Wealth Management, LLC in Edina, Minnesota, who holds the CFP and CPA/PFS credentials. Silveroak Wealth Management, LLC reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Silveroak Wealth Management, LLC |
|---|---|
| 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 · CPA/PFS |
| SEC registration | Investment adviser representative in MN · CRD 4387727 |
| Exams passed | Series 66 (1999) |
| Firm size | 23 employees |
| Disclosures | None reported |
How Kathleen's firm compares
- Silveroak Wealth Management, LLC's average account is about $1.0 million, from its Form ADV (assets managed divided by 1,992 accounts).
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Questions about Kathleen
Is Kathleen Nelson a fee-only financial advisor?
Yes. Kathleen Nelson is listed in the NAPFA directory (NAPFA admits only fee-only advisors). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Kathleen's firm.
How does Kathleen charge for financial advice?
Kathleen's firm, Silveroak Wealth Management, LLC, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Kathleen Nelson based?
Kathleen Nelson is based in Edina, Minnesota.
What credentials does Kathleen Nelson hold?
Kathleen Nelson holds the CFP and CPA/PFS credentials.
Is Kathleen Nelson registered with the SEC?
Yes. Kathleen Nelson is registered as an investment adviser representative in MN (CRD 4387727), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.
How much does Silveroak Wealth Management, LLC manage?
Silveroak Wealth Management, LLC reports $2.00B across 1,992 accounts in assets under management.
How do I contact Kathleen Nelson?
Contact details aren't on file yet. Search for Silveroak Wealth Management, LLC.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Edina
Where this information comes from
- NAPFA directory listing : NAPFA admits only fee-only advisors
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 21, 2026.
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