Silver Oak Wealth Advisors Services, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Silver Oak serves individuals, high‑net‑worth families, trusts, charitable organizations and businesses with integrated wealth management, financial planning, discretionary investment management, and consulting. The firm includes specialized services for clients undergoing significant financial transitions in its service offering.
Silver Oak employs a consultative “Family CFO” process to develop written investment policy statements and tailored wealth plans, combining passive and active strategies with periodic tactical adjustments and regular rebalancing. Portfolios are implemented through a mix of directly managed assets, separately managed account programs, and held‑away workplace accounts, and the firm uses third‑party investment consultants and paraplanning support for monitoring and operational tasks.
The firm is notable for its formal affiliation with the Financial Transitionist Institute and an emphasis on the behavioral and psychological dimensions of life‑changing financial events, including a structured “transition Flow” approach. It also manages held‑away retirement and education accounts via a third‑party platform (Pontera) under discretionary authority and routinely incorporates SMAs and outside managers as part of multi‑custodian solutions.
Client services
Expertise
Occupation focus
Demographic focus
Fee options
Fixed fees for financial planning and transition consulting services generally range from $2,500 to $10,000.
Hourly fees range from $250 to $450 per hour for financial planning and transition consulting services.
Fee-only: Financial planning and financial transition consulting fees generally range from $2,500 to $10,000 on a fixed fee basis; hourly fees range from $250 to $450 per hour.
Main office
See office10940 Wilshire Blvd, Suite 975
Los Angeles CA 90024
Advisors at this office
2
Offices (2)
Most active in
California · Connecticut · 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.
Quick links
Advisors at this firm
Shufan C
CFP®
Los Angeles, CA
Silver Oak Wealth Advisors Services, LLC
Shufan Cao is a CFP® certificant with 16 years of industry experience, currently serving as an advisor at Silver Oak Wealth Advisors Services, LLC since 2018. Prior to this, Cao worked at Silver Oak Wealth Advisors, LLC from 2005 to 2017. The firm serves individuals, family trusts, charitable organizations, and businesses by providing integrated wealth management, financial planning, transition planning, and discretionary investment management. Silver Oak Wealth Advisors Services employs a holistic “Family CFO” model that combines investment planning with tax, estate, cashflow, and risk management, using both passive and active strategies alongside third-party managers and consultants.
Laura R
CFP®
Los Angeles, CA
Silver Oak Wealth Advisors Services, LLC
Laura Robayo is a CFP® professional with six years of industry experience, currently serving at Silver Oak Wealth Advisors Services, LLC since 2018. Her prior work includes roles at Save-On Insurance Service Inc and running a daycare business, Bubbles N Colors. Silver Oak Wealth Advisors Services, LLC provides integrated wealth management, financial planning, investment management, and consulting to individuals, high-net-worth families, trusts, charitable organizations, and businesses. The firm employs a Family CFO process with both passive and active investment strategies, focusing on clients undergoing significant financial transitions and incorporating behavioral and psychological considerations in its approach.
Alyssa C
CFP®
Hamden, CT
Silver Oak Wealth Advisors Services, LLC
Alyssa Crews is a CFP® professional with three years of industry experience, currently serving at Silver Oak Wealth Advisors Services, LLC. Her work history includes roles at Silver Oak since 2021 and prior experience at Kansas State University and Whitworth University. Silver Oak Wealth Advisors Services serves individuals, high-net-worth families, trusts, charitable organizations, and businesses with integrated wealth management, financial planning, discretionary investment management, and consulting. The firm uses a consultative “Family CFO” process to create tailored wealth plans, combining passive and active strategies with tactical adjustments and regular rebalancing.
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