Shufan Cao
Silver Oak Wealth Advisors · Los Angeles, California
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.
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Who they serve
- Mid-life transitions
- Divorced individuals
- Multi-generational families
- Pre-retirees
- Executives
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 | $300.0M across 615 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in CA, TX · CRD 5004223 |
| Firm size | 7 employees |
| Disclosures | None reported |
| Website | www.silveroakwa.com |
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Questions about Shufan
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : 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
- Silver Oak Wealth Advisors website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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