# Joanne Boorman

> Joanne Boorman is a fee-only financial advisor at Silver Oak Advisory Group in Portland, Oregon, who holds the CFP credential. Joanne charges a percentage of assets, an ongoing planning fee, a one-time planning fee and hourly fees (ongoing planning from $6,600 a year and one-time plans from $3,000) and focuses on divorce financial planning.

Page: https://find.wellspent.co/advisors/joanne-boorman/
Built from public directory listings; last checked April 21, 2026.

## Facts

- **Firm:** Silver Oak Advisory Group
- **Based in:** Portland, Oregon
- **Fee model:** Percentage of assets; Ongoing planning fee; One-time planning fee; Hourly
- **Fees (firm's website):** ongoing planning from $6,600 a year; one-time plans from $3,000; $350 an hour; 0.95% a year on the first tier of assets managed
- **Assets under management (firm):** $418.9M across 738 accounts
- **Credentials:** CFP
- **Specialties:** Divorce financial planning
- **Firm size:** 8 employees
- **Website:** https://silveroak.net

## Frequently asked questions

### Is Joanne Boorman a fee-only financial advisor?

Yes. Joanne Boorman is listed in the NAPFA directory (NAPFA admits only fee-only advisors).

### How does Joanne charge for financial advice?

Joanne charges a percentage of assets, an ongoing planning fee, a one-time planning fee and hourly fees.

### How much does Joanne charge?

According to Silver Oak Advisory Group's website, checked October 28, 2026: ongoing planning from $6,600 a year; one-time plans from $3,000; $350 an hour; 0.95% a year on the first tier of assets managed.

### Where is Joanne Boorman based?

Joanne Boorman is based in Portland, Oregon.

### What does Joanne specialize in?

Joanne's specialties include divorce financial planning.

### What credentials does Joanne Boorman hold?

Joanne Boorman holds the CFP credential.

### How much does Silver Oak Advisory Group manage?

Silver Oak Advisory Group reports $418.9M across 738 accounts in assets under management.

### How do I contact Joanne Boorman?

Through Joanne's website, silveroak.net.

## Sources

- NAPFA directory listing (https://www.napfa.org/find-an-advisor/firm/1477): NAPFA admits only fee-only advisors
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 27, 2026
- The firm's website (https://silveroak.net/): specialties, clients served, and fees, checked October 28, 2026

---

Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.
