Solid Oak Advisory fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 31, 2026. Fees can change, so confirm with the firm before you hire them.

Flat or project fee

$1,000

“Comprehensive Financial Planning Comprehensive Financial Planning consists of an upfront fee of $1,000 for new clients, plus an ongoing fee paid monthly, in arrears, at the rate of $300 - $2000 per month.”

Monthly fee

$300⁠-⁠$2,000/mo

From the same sentence as above.

Annual fee

$6,000⁠-⁠$24,000/yr

“This work will commence immediately after the upfront fee is paid and is non-refundable. 7 For a one-time Comprehensive Financial plan, we charge a minimum annual fee ranging from $6,000 to $24,000 depending on client complexity.”

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

How Solid Oak Advisory bills

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

• “Fees are negotiable at SOA’s discretion.”
• “The annual advisory fees are negotiable and paid in arrears, on at least a quarterly basis.”
• “The minimum requirement and amount of fee is negotiable at the advisor’s discretion.”

How Solid Oak Advisory’s fees compare

• Its flat or project fee of $1,000 is below the Pennsylvania median of $3,650. 12% of the 232 other Pennsylvania planners that publish a flat or project fee charge less.
• 1 of the 14 other planners in Pittsburgh that publish a flat or project fee charge less.
• Its annual fee of $6,000-$24,000 is above the Pennsylvania median of $6,000. 78% of the 74 other Pennsylvania planners that publish an annual fee charge less.
• 4 of the 7 other planners in Pittsburgh that publish an annual fee charge less.

About Solid Oak Advisory

• Solo practice: one person runs the firm, so you work directly with the planner.
• Registered as an adviser: 2019 (7 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

2% a year

Minimum

$6,000 minimum fee (stated in brochure)

Clients

8

Employees

1

Works with

Individuals

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, pension consulting, and selecting other advisers

Assets managed

$1,840,000

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

300575

Website

solidoakadvisory.com (opens in new tab)

Phone

(724) 221-7272

Can advise clients in 2 states: Ohio, Pennsylvania

Other planners in Pittsburgh that publish fees

• 80 West Asset Management, LLCPittsburgh$250/hr, $2,000/yr
• A. Neff Associates LLCPittsburgh$150/hr
• Allegheny Financial GroupPittsburgh$500/hr
• Allegheny InvestmentsPittsburgh$500/hr
• Centerview Wealth Advisors, LLCPittsburgh$100⁠-⁠$300/hr, $500⁠-⁠$30,000
• DS Wealth Advisors, Inc.Pittsburgh$100⁠-⁠$150/hr

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