Paul Tingley
Paul Tingley is a CFP-designated registered investment advisor at Silver Oak Securities, INC., based in Martinsville, IN, with 38 years of industry experience. Paul operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Investment Management, and 2 more. Their firm serves 8,671 clients with $2B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Silver Oak Securities offers investment management through its Compass and AdvisorFX programs. The advisor fee is negotiable, with a maximum of 2% of assets. In addition to the advisor fee, there is a platform fee that includes a flat $45 per year and an asset-based fee between 0.08% and 0.15% for Compass accounts, and 0.20% for AdvisorFX accounts. Fees are billed quarterly or monthly, either in arrears or in advance. The platform fee covers access to account data, performance reporting, and other services.
Location
389 E. Morgan Street, Ste. 1, Martinsville, IN, 46151
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Paul is a manager at Financial Resource Advisors, LLC, an insurance agency, dedicating nearly full-time hours to this role. He also owns and manages a farm, spending minimal time on it, and works as a consultant for Invite Wealth Management, spending about a third of his time there.
Employment History
Current Registrations
Silver Oak Securities, INC.
Silver Oak Securities, IncorporatedBroker
Previous Registrations
Ssn Advisory, INC.
Securities Service Network, LLCBroker
Investment Advisors
Proequities, INC.Broker
MML Investors Services, INC.Broker
John Hancock Distributors, INC.Broker
John Hancock Mutual Life Insurance CompanyBroker
Protective Equity Services, INC.Broker
MML Investors Services, INC.Broker
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.