Silver Oak Leaf Financial Services L.L.C. fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed January 2, 2026. Fees can change, so confirm with the firm before you hire them.

Flat or project fee

$500

“Ongoing Comprehensive Financial Planning Ongoing Financial Planning consists of an upfront charge of $500 and an ongoing fee that is paid monthly, in advance, at the rate of $200-$500 per month.”

Monthly fee

$200⁠-⁠$500/mo

From the same sentence as above.

Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)

How Silver Oak Leaf Financial Services L.L.C. bills

Payment and refund terms, quoted from the fee section of the brochure.

• “Advisory fees are directly debited from Client accounts, or the Client may choose to pay by check.”
• “Accounts initiated or terminated during a calendar quarter will be charged a prorated fee based on the amount of time remaining in the billing period.”
• “An account may be terminated with written notice at least 30 calendar days in advance.”

How Silver Oak Leaf Financial Services L.L.C.’s fees compare

• Its flat or project fee of $500 is below the South Carolina median of $3,000. 5% of the 65 other South Carolina planners that publish a flat or project fee charge less.
• None of the 2 other planners in Bluffton that publish a flat or project fee charge less.

About Silver Oak Leaf Financial Services L.L.C.

• Principal: Ty Kopke
• Solo practice: one person runs the firm, so you work directly with the planner.
• Registered as an adviser: 2021 (5 years).

Firm details from Form ADV

How the firm is paid

Fixed or flat fees, percentage of assets under management

Charges a % of assets

Yes

Highest asset based fee in brochure

1.15% a year

Clients

30

Employees

1

Works with

Individuals and high net worth individuals

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, selecting other advisers, and newsletters and publications

Assets managed

$8,556,668

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

312191

Website

silveroakleaffinancial.com (opens in new tab)

Phone

(843) 597-3418

Other planners in Bluffton that publish fees

• Coastline Complete Wealth LLCBluffton$250⁠-⁠$500/hr
• Hilton Head Wealth Advisors, LLCBluffton$75/hr
• Lang CapitalBluffton$500⁠-⁠$5,000
• Metis Wealth Management & Planning LLCBluffton$300/hr
• Oak Advisors, LLCBluffton$200⁠-⁠$350/hr, $1,000⁠-⁠$10,000
• Strategic Investment Solutions, LLCBluffton$150/hr

Compare all 12 planners in Bluffton