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Alexander Peets

Silver Oak Securities, INC.
13 Years of Experience
Richmond, VA
1 DisclosureBrokerSells Insurance
View SEC Summary
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Alexander Peets is a registered investment advisor at Silver Oak Securities, INC., based in Richmond, VA, with 13 years of industry experience. Alexander is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Charitable Giving, Corporate Executives, Education Planning, and 8 more. Their firm serves 8,746 clients with $2.4B in assets under management.

Silver Oak Securities, INC.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
165 advisors
Number of Clients
8,746 clients
Average Client Portfolio
$280K average
Assets Under Management
$2.4B

Fee Structure

Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.00%

The maximum advisor fee is 2.0% of assets. Fees are negotiable between you and your financial professional. Accounts also incur a platform fee consisting of $45 annually plus an asset-based fee between 0.05% and 0.25%.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

2706 Enterprise Pkwy, Ste A, Richmond, VA, 23294

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History

Regulatory History (1)
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Criminal
July 1994
Final Disposition
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Alexander sells fixed insurance products, including life, disability, annuities, and long-term care, and also works with HBW Insurance & Financial Services selling life and disability insurance. He also owns Stepwise Financial, Inc. and works as an advisory representative for HBW Advisory Services LLC, dedicating about a quarter of his time to Stepwise Financial and about a quarter of his time to HBW Advisory Services.

Employment History
Current Registrations
Silver Oak Securities, IncorporatedBroker
August 2025 - Present · 1 yr 2 mos
Hbw Advisory Services LLC
October 2017 - Present · 9 yrs
Previous Registrations
Cetera Wealth Services, LLCBroker
June 2017 - August 2025 · 8 yrs 2 mos
Hbw Securities LLCBroker
September 2013 - July 2017 · 3 yrs 10 mos
State Registrations19 states
ALAZCAFLILINMDMIMNMONCNENVOHSDTNTXVAWI
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.
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