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Silver Oak Advisory Group

Updated today

Client assets under management

$411,095,413

Clients

190

74% high-net-worth

Advisors

3

of 8 employees

Firm type

Supported

1-4 advisors or >$200M in AUM

Clients per advisor

63

High

Average 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

Financial planning Portfolio management

Expertise

General retirement planning General tax planning Cash flow / budgeting ESG / Sustainable investing

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Fee options

Fixed

Flat fees for financial plans agreed upon in advance, e.g., $500 billed in advance plus balance on delivery

Percentage

$0 - $1,000,000: 0.95% $1,000,001+: 0.60%

Project-based

$300 per hour for financial planning and consulting

Other

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

Advisors at this firm

user avatar

Brent H

CFP®, Series 65

Portland, OR

Silver Oak Advisory Group

Brent Hunsberger is a CFP® with 14 years of industry experience and has been with Silver Oak Advisory Group since 2014. Based in Portland, OR, he also works as a freelance journalist for Oregonian Media Group, producing stories and multimedia content on Medicare open-enrollment. Silver Oak Advisory Group delivers personalized financial planning and investment management to individuals, trusts, estates, and charitable organizations. The firm emphasizes strategic asset allocation and diversified portfolios using no-load mutual funds and ETFs, with client-tailored investment policy statements and a largely non-discretionary advisory approach.

General retirement planning General tax planning Cash flow / budgeting ESG / Sustainable investing
user avatar

Jessica H

CFP®, Series 65

Portland, OR

Silver Oak Advisory Group

Jessica Howe is a CFP® with 17 years of industry experience and has been with Silver Oak Advisory Group in Portland, OR, since 2004. She holds a Series 65 license and is one of three advisors at the firm. Silver Oak Advisory Group provides personalized financial planning and investment management services to individuals, trusts, estates, and charitable organizations. The firm’s investment approach focuses on strategic asset allocation and diversification using no-load mutual funds and ETFs, with portfolios tailored to each client’s needs and documented in investment policy statements.

General retirement planning General tax planning Cash flow / budgeting ESG / Sustainable investing
user avatar

Parker G

CFP®

Portland, OR

Silver Oak Advisory Group

Parker Gallagher is a CFP® professional with two years of experience currently working at Silver Oak Advisory Group. Prior to joining Silver Oak, he was employed at Allen Trust Company and Allen Capital Management for four years and has held positions at First Citizens Bank and Wells Fargo. Outside of finance, he was involved with Creek Coffee from 2016 to 2020. Silver Oak Advisory Group provides personalized financial planning and investment management to individuals, trusts, estates, and charitable organizations. The firm emphasizes strategic asset allocation and correlation analysis to build diversified portfolios tailored to each client, primarily using no-load mutual funds and ETFs with a buy-and-hold approach and limited discretionary authority.

General retirement planning General tax planning Cash flow / budgeting ESG / Sustainable investing
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