Firm
Silver Oak Leaf Financial Services
Bluffton, South Carolina
Fee-only
Silver Oak Leaf Financial Services at a glance
- One of 131 fee-only firms based in South Carolina in the Wellspent graph.
- 1 advisor is listed here.
- Its Form ADV reports 1 employee and 30 individual clients, 3 of them high net worth.
- Its average account is about $119,000 (assets it manages divided by its 72 accounts).
- Its ongoing planning fee starts at $3,600 a year, in line with the South Carolina median of $3,600.
- Its website says it's taking new clients.
Fee-only advisors in South Carolina · What fee-only advisors charge in South Carolina
Facts
| Based in | Bluffton, South Carolina |
|---|---|
| Website | silveroakleaffinancial.com |
| Phone | (843) 597-3418 |
Silver Oak Leaf Financial Services fees
What the firm's own website says it charges, checked October 30, 2026. We keep a price only when the exact words stating it appear on the page.
| Ongoing planning | From $3,600 a year |
|---|---|
| How it charges | Ongoing planning fee |
In the firm's words
"$300/month" source
For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.
What its SEC filing says
| Paid by | Percentage of assets · Fixed fees |
|---|---|
| Assets managed | $9 million |
| Individual clients | 27 |
| High-net-worth clients | 3 |
| Accounts managed | 72 |
| Employees | 1 |
| Planning clients | 11-25 |
| Financial planning | Offered |
| Form ADV filed | January 2, 2026 |
| SEC record | CRD 312191 |