Silver Oak Advisory Group
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$411,095,413
Clients
190
74% high-net worth
Advisors
3
of 8 employees
Firm type
Supported
1-3 advisors or $200M+ in AUM
Clients per advisor
63
TypicalAverage account size
$2,163,660
About
Silver Oak Advisory Group provides personalized financial planning and investment management to individuals, trusts, estates, and charitable organizations, and also offers hourly consulting and periodic investment workshops. The firm delivers written financial plans and ongoing portfolio management, with clients able to implement recommendations themselves or engage Silver Oak for ongoing advisory services.
Silver Oak’s investment approach emphasizes strategic asset allocation and correlation analysis to construct diversified mixes of equities and fixed income, typically implemented through no‑load mutual funds and exchange‑traded funds with a buy‑and‑hold posture and regular rebalancing. Portfolios are individually tailored and documented in client investment policy statements rather than managed from uniform firm models, and the firm accepts limited discretionary authority chiefly for rebalancing while clients retain final decision authority.
Distinctive aspects include a long operating history coupled with a large asset base managed by a compact advisory team, and a strict fee‑only business model with explicit disclosure of the economic incentive that can arise when recommending retirement‑plan rollovers. Other notable practices include leaving proxy voting to clients, quarterly compliance reviews of employee personal trading, and the offering of occasional no‑charge investment workshops.
Client services
Expertise
Fee options
Flat fees for financial plans agreed upon in advance, e.g., $500 billed in advance plus balance on delivery
$0 - $1,000,000: 0.95% $1,000,001+: 0.60%
$300 per hour for financial planning and consulting
Account minimum: $6,600 minimum annual fee Minimum fee: $6,600 minimum annual fee, may be waived or reduced based on criteria Fee-only: Fee-only financial planning and investment management; no commissions accepted
Main office location
Silver Oak Advisory Group
1130 Sw Morrison St, Ste 312
Portland OR 97205-2217, United States
Number of offices
1
Most active in
California · Colorado · Oregon · Texas
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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