# Shufan Cao

> Shufan Cao is a fee-only financial advisor at Silver Oak Wealth Advisors in Los Angeles, California, who holds the CFP credential. Silver Oak Wealth Advisors reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/shufan-cao/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Silver Oak Wealth Advisors
- **Based in:** Los Angeles, California
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Assets under management (firm):** $300.0M across 615 accounts
- **Credentials:** CFP
- **Works with:** Mid-life transitions, Divorced individuals, Multi-generational families, Pre-retirees, Executives
- **CRD:** 5004223 (https://adviserinfo.sec.gov/individual/summary/5004223)
- **SEC registration:** Investment adviser representative in CA, TX
- **Firm size:** 7 employees
- **Disclosures:** None reported
- **Website:** http://www.silveroakwa.com

## Frequently asked questions

### Is Shufan Cao a fee-only financial advisor?

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

### How does Shufan charge for financial advice?

Shufan's firm, Silver Oak Wealth Advisors, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

### Where is Shufan Cao based?

Shufan Cao is based in Los Angeles, California.

### What credentials does Shufan Cao hold?

Shufan Cao holds the CFP credential.

### Is Shufan Cao registered with the SEC?

Yes. Shufan Cao is registered as an investment adviser representative in CA and TX (CRD 5004223), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Silver Oak Wealth Advisors manage?

Silver Oak Wealth Advisors reports $300.0M across 615 accounts in assets under management.

### How do I contact Shufan Cao?

Through Shufan's website, www.silveroakwa.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/5004223): 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
- The firm's website (https://silveroakwa.com/): specialties, clients served, and fees, checked October 30, 2026

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