Solid Oak Advisory
18yrs
More experience than 56% of advisors nationwide
Solid Oak Advisory
Pittsburgh, PA. Legal name: Solid Oak Planning CO
About the firm
A registered investment advisory firm based in Pittsburgh, Pennsylvania. It manages about $1.84 million for roughly 8 individual clients. Services include financial planning, investment management for individuals and small businesses, retirement plan consulting.
How they work
How they’re paid ?A percentage of the assets they manage; Flat or fixed fees
Typical client size ?$230,000
Assets under management ?$1.84 million
Individual clients8
Median years of experience18
FoundedNot stated
Services
Financial planningInvestment management for individuals and small businessesRetirement plan consultingChoosing other investment managers
Advisors at Solid Oak Advisory
1Advisors
18Median years of experience
1States with offices
–Offices
Also known as
Solid Oak Planning CO
About Solid Oak Advisory
How do I contact Solid Oak Advisory?
Call the main office at (724) 221-7272. The main office is at 100 South Commons Suite 102, Pittsburgh, PA 15212.
How is Solid Oak Advisory paid?
The firm reports being paid by a percentage of the assets they manage, flat or fixed fees. Ask for your total yearly cost in dollars.
What services does Solid Oak Advisory offer?
Financial planning, Investment management for individuals and small businesses, Retirement plan consulting, Choosing other investment managers.
How many advisors work at Solid Oak Advisory?
We list 1 advisor currently registered with the firm.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.