Silver Oak Wealth Advisors

Facts

Silver Oak Wealth Advisors fees

Silver Oak Wealth Advisors doesn't publish its prices on its website, or we couldn't confirm them word for word. Ask for its Form ADV Part 2A, which must describe its fees.

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

Advisors at this firm (3)

• Alyssa Crews

  CFP

• Laura Robayo

  CFP

• Shufan Cao

  CFP