Firm
Silver Oak Advisory Group
Portland, Oregon
Fee-only
Silver Oak Advisory Group at a glance
- One of 191 fee-only firms based in Oregon in the Wellspent graph.
- 4 advisors are listed here; all hold the CFP.
- Its Form ADV reports 8 employees and 190 individual clients, 140 of them high net worth.
- Its average account is about $568,000 (assets it manages divided by its 738 accounts).
- Its ongoing planning fee starts at $6,600 a year, above the Oregon median of $5,000.
Fee-only advisors in Oregon · What fee-only advisors charge in Oregon
Facts
| Based in | Portland, Oregon |
|---|---|
| Website | silveroak.net |
| [email protected] | |
| Phone | (503) 242-1715 |
Silver Oak Advisory Group fees
What the firm's own website says it charges, checked October 28, 2026. We keep a price only when the exact words stating it appear on the page.
| Ongoing planning | From $6,600 a year |
|---|---|
| One-time plan | From $3,000 |
| Hourly | $350 an hour |
| Asset-based fee | 0.95% a year on the first tier of assets |
| How it charges | Percentage of assets · Ongoing planning fee · One-time plans or projects · Hourly |
In the firm's words
"minimum fee of $6,600 per year" source
"typically ranges between $3,000 and $7,000" source
"Our hourly fee is $350 per hour." source
"We charge 0.95% on the first $1,000,000 of assets and 0.60% thereafter." source
For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.
What its SEC filing says
| Paid by | Percentage of assets · Hourly · Fixed fees |
|---|---|
| Assets managed | $419 million |
| Individual clients | 50 |
| High-net-worth clients | 140 |
| Accounts managed | 738 |
| Employees | 8 |
| Planning clients | 251-500 |
| Registered with | The SEC (801-39897) |
| Financial planning | Offered |
| Form ADV filed | July 1, 2026 |
| SEC record | CRD 108298 |