Joanne Boorman
Silver Oak Advisory Group · Portland, Oregon
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.
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Specialties
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 | $418.9M across 738 accounts |
| Credentials | CFP |
| Firm size | 8 employees |
| Website | silveroak.net |
How Joanne's firm compares
- Ongoing planning starts at $6,600 a year, above the Oregon median of $5,000 for fee-only firms that publish prices.
- A one-time plan starts at $3,000, above the Oregon median of $2,500 for fee-only firms that publish prices.
- The hourly rate is $350, above the US median of $300 for fee-only firms that publish prices.
- Silver Oak Advisory Group's average account is about $568,000, from its Form ADV (assets managed divided by 738 accounts).
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Questions about Joanne
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- NAPFA directory listing : NAPFA admits only fee-only advisors
- Silver Oak Advisory Group website : specialties, clients served, and fees, checked October 28, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 21, 2026.
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