# Jonathan Scharlau

> Jonathan Scharlau is a fee-only financial advisor at Silveroak Wealth Management in Edina, Minnesota, who holds the CFP and CFA credentials. Silveroak Wealth Management reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/jonathan-scharlau/
Built from SEC adviser records; last checked October 30, 2026.

## Facts

- **Firm:** Silveroak Wealth Management
- **Based in:** Edina, Minnesota
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Assets under management (firm):** $2.00B across 1,992 accounts
- **Credentials:** CFP, CFA
- **CRD:** 2168803 (https://adviserinfo.sec.gov/individual/summary/2168803)
- **SEC registration:** Investment adviser representative in MN
- **Exams passed:** Series 63 (1991)
- **Firm size:** 23 employees
- **Disclosures:** None reported
- **Website:** http://www.silveroakwealth.com

## Frequently asked questions

### Is Jonathan Scharlau a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Jonathan holds no broker registration, and Silveroak Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Jonathan charge for financial advice?

Jonathan's firm, Silveroak Wealth Management, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

### Where is Jonathan Scharlau based?

Jonathan Scharlau is based in Edina, Minnesota.

### What credentials does Jonathan Scharlau hold?

Jonathan Scharlau holds the CFP and CFA credentials.

### Is Jonathan Scharlau registered with the SEC?

Yes. Jonathan Scharlau is registered as an investment adviser representative in MN (CRD 2168803), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Silveroak Wealth Management manage?

Silveroak Wealth Management reports $2.00B across 1,992 accounts in assets under management.

### How do I contact Jonathan Scharlau?

Through Jonathan's website, www.silveroakwealth.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/2168803): the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026

---

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