# Ty Kopke

> Ty Kopke is a fee-only financial advisor at Silver Oak Leaf Financial Services in Bluffton, South Carolina. Ty charges an ongoing planning fee (ongoing planning from $3,600 a year) and focuses on small business owners, retirement planning and estate & legacy planning.

Page: https://find.wellspent.co/advisors/ty-kopke/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Silver Oak Leaf Financial Services
- **Based in:** Bluffton, South Carolina
- **Fee model:** Ongoing planning fee
- **Fees (firm's website):** ongoing planning from $3,600 a year
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $8.6M across 72 accounts
- **Specialties:** Small business owners, Retirement planning, Estate & legacy planning, Tax planning
- **Works with:** Founders
- **CRD:** 7321717 (https://adviserinfo.sec.gov/individual/summary/7321717)
- **SEC registration:** Investment adviser representative in SC, TX
- **Exams passed:** Series 65 (2020)
- **Firm size:** 1 employee
- **Disclosures:** None reported
- **Website:** https://silveroakleaffinancial.com/

## Frequently asked questions

### Is Ty Kopke a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Ty holds no broker registration, and Silver Oak Leaf Financial Services reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Ty charge for financial advice?

Ty charges an ongoing planning fee.

### How much does Ty charge?

According to Silver Oak Leaf Financial Services's website, checked October 30, 2026: ongoing planning from $3,600 a year.

### Where is Ty Kopke based?

Ty Kopke is based in Bluffton, South Carolina.

### What does Ty specialize in?

Ty's specialties include small business owners, retirement planning, estate & legacy planning and tax planning. Ty works with founders.

### Is Ty Kopke registered with the SEC?

Yes. Ty Kopke is registered as an investment adviser representative in SC and TX (CRD 7321717), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Silver Oak Leaf Financial Services manage?

Silver Oak Leaf Financial Services reports $8.6M across 72 accounts in assets under management.

### How do I contact Ty Kopke?

Through Ty's website, silveroakleaffinancial.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/7321717): 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 and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://silveroakleaffinancial.com/): specialties, clients served, and fees, checked October 30, 2026

---

Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.