Shannon King
Silveroak Wealth Management · Edina, Minnesota
Shannon King 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.
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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, TX · CRD 2599999 |
| Exams passed | Series 65 (1999) |
| Firm size | 23 employees |
| Disclosures | None reported |
| Website | www.silveroakwealth.com |
How Shannon'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).
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Questions about Shannon
Is Shannon King a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Shannon 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 Shannon charge for financial advice?
Shannon's firm, Silveroak Wealth Management, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Shannon King based?
Shannon King is based in Edina, Minnesota.
What credentials does Shannon King hold?
Shannon King holds the CFP credential.
Is Shannon King registered with the SEC?
Yes. Shannon King is registered as an investment adviser representative in MN and TX (CRD 2599999), 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 Shannon King?
Through Shannon'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.
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