Ty Kopke
Silver Oak Leaf Financial Services · Bluffton, South Carolina
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.
Request an introduction to Ty →
Specialties
Who they serve
- Founders
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 |
| Assets under management | $8.6M across 72 accounts |
| SEC registration | Investment adviser representative in SC, TX · CRD 7321717 |
| Exams passed | Series 65 (2020) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | silveroakleaffinancial.com |
| Profile |
How Ty's firm compares
- Ongoing planning starts at $3,600 a year, in line with the South Carolina median of $3,600 for fee-only firms that publish prices.
- Silver Oak Leaf Financial Services's average account is about $119,000, from its Form ADV (assets managed divided by 72 accounts).
Request an introduction to Ty
Tell Ty a little about what you're looking for. Ty 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 Ty
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
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
- Silver Oak Leaf Financial Services website : specialties, clients served, and fees, checked October 30, 2026
- 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.