Silver Oak Advisory Group
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$411,095,413
Clients
190
Advisors
3
of 8 employees
About
Silver Oak Advisory Group provides personalized financial planning and investment management to individuals, trusts, estates, and charitable organizations. The firm offers standalone financial plans, hourly consulting, retirement rollover guidance, and ongoing portfolio supervision with implementation support and performance reporting.
Investment decisions are driven by strategic asset allocation: Silver Oak uses research and software to design diversified mixes of equity and fixed‑income asset classes based on correlation analysis, and typically implements portfolios with no‑load mutual funds and ETFs in a buy‑and‑hold framework with periodic rebalancing. Each client executes an individualized investment policy statement rather than being placed into a firmwide model portfolio, and the firm accepts limited discretionary authority primarily to rebalance accounts while clients retain ultimate control.
Distinctive features include operating as a strictly fee‑only adviser with no commissions or performance‑based fees and managing roughly $419 million in client assets with a three‑advisor team, resulting in a relatively high assets‑per‑advisor profile. The firm also offers occasional no‑charge investment workshops, provides both fixed‑fee and hourly planning options, and leaves proxy voting to clients rather than voting securities on their behalf.
Client services
Expertise
Fee options
Flat fee for financial plans agreed upon in advance; financial plans billed $750 in advance with balance due upon delivery.
$0 - $1,000,000: 0.95% $1,000,000+: 0.60%
Financial planning services billed at $350 per hour; general consulting services billed hourly.
Account minimum: $6,600 minimum annual fee depending on the size and complexity of the engagement Minimum fee: Minimum annual fee of $6,600 depending on size and complexity; fees may be less for larger clients and non-profits; minimum fee and fees are waivable at firm's discretion Fee-only: Firm is strictly fee-only; no commissions or finder’s fees accepted.
Main office
1130 SW Morrison St, Ste 312
Portland OR 97205-2217
Advisors at this office
3
Most active in
California · Colorado · Oregon · Texas
Also doing business as
Silver Oak Advisory Group · Silver Oak Advisory Group Of Oregon Inc · Silver Oak Advisory Group, Inc.
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.
Quick links
Advisors at this firm
Brent H
CFP®, Series 65
Portland, OR
Silver Oak Advisory Group
Brent Hunsberger is a CFP® with 15 years of experience in financial advising, currently serving at Silver Oak Advisory Group since 2014. He holds a Series 65 license and is based in Portland, OR. Outside of advising, he works as a freelance journalist producing content related to Medicare open-enrollment. Silver Oak Advisory Group provides personalized financial planning and investment management to individuals, trusts, estates, and charitable organizations. The firm employs a strategic asset allocation approach using diversified equity and fixed-income investments, focusing on individualized investment policy statements and fee-only advisory services.
Jessica H
CFP®, Series 65
Portland, OR
Silver Oak Advisory Group
Jessica Howe is a CFP® with 18 years of industry experience and has been with Silver Oak Advisory Group since 2004. She holds a Series 65 license and is based in Portland, OR. Silver Oak Advisory Group provides personalized financial planning and investment management services to individuals, trusts, estates, and charitable organizations. The firm uses a strategic asset allocation approach with diversified portfolios implemented through no-load mutual funds and ETFs, operating as a strictly fee-only adviser serving a limited client base with tailored investment policy statements.
Parker G
CFP®
Portland, OR
Silver Oak Advisory Group
Parker Gallagher is a CFP® professional at Silver Oak Advisory Group with two years of industry experience. Prior to joining Silver Oak, he worked at Allen Trust Company / Allen Capital Management for four years and held various roles at financial and educational institutions, including Campbell University. Outside of finance, he has been involved with Creek Coffee and Ashworth's Clothing Store. Silver Oak Advisory Group provides personalized financial planning and investment management to individuals, trusts, estates, and charitable organizations. The firm focuses on strategic asset allocation using diversified equity and fixed-income portfolios implemented through no-load mutual funds and ETFs, offering clients individualized investment policy statements within a fee-only advisory model.
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