PlannerFees

Silver Oak Advisory Group fees and pricing

Financial planner in Portland, Oregon. Registered with the SEC.

According to its Form ADV Part 2A brochure dated July 1, 2026, Silver Oak Advisory Group charges $350 an hour, a flat or project fee of $750, and an annual fee of $6,600 for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed July 1, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate
$350/hr
“Financial planning services are billed at the rate of $350 per hour, or a flat fee agreed upon and set forth in the Financial Planning Agreement.”
Flat or project fee
$750
“Fees for financial plans are billed $750 in advance, with the balance due upon delivery of the financial plan.”
Annual fee
$6,600/yr
“The minimum annual fee is $6,600 depending on the size and complexity of the engagement.”

Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)

How Silver Oak Advisory Group bills

Payment and refund terms, quoted from the fee section of the brochure.

  • “The client must approve the change of scope in advance of the additional work being performed when a fee increase is necessary.”
  • “The fee for such service is payable upon completion of the consulting session.”
  • “Payment in full is expected upon invoice presentation.”

How Silver Oak Advisory Group’s fees compare

  • Its hourly rate of $350 is above the Oregon median of $250. 72% of the 123 other Oregon planners that publish an hourly rate charge less.
  • 25 of the 34 other planners in Portland that publish an hourly rate charge less.
  • Its flat or project fee of $750 is below the Oregon median of $4,000. 4% of the 92 other Oregon planners that publish a flat or project fee charge less.
  • 2 of the 22 other planners in Portland that publish a flat or project fee charge less.
  • Its annual fee of $6,600 is below the Oregon median of $7,750. 42% of the 33 other Oregon planners that publish an annual fee charge less.
  • 7 of the 13 other planners in Portland that publish an annual fee charge less.

About Silver Oak Advisory Group

“Silver Oak provides personalized confidential financial planning and investment management to individuals, trusts, estates, and charitable organizations.”
From the firm's description of its advisory business in its Form ADV brochure.
  • Principal: Jessica M. Howe
  • Firm size: 8 employees.
  • Registered as an adviser: 1991 (35 years).

Planning areas mentioned in the brochure

  • Retirement planning
  • Tax planning
  • Estate planning
  • College planning
  • Insurance analysis
  • Cash flow and budgeting

Firm details from Form ADV

How the firm is paid
Hourly fees, fixed or flat fees, percentage of assets under management
Charges a % of assets
Yes
Highest asset based fee in brochure
0.95% a year
Minimum
$6,600 minimum fee (stated in brochure)
Clients
190
Employees
8
Works with
Individuals, high net worth individuals, and charities
Services reported to regulators
Financial planning, portfolio management for individuals and small businesses, and portfolio management for businesses and institutions
Assets managed
$418,936,075
Registered with
U.S. Securities and Exchange Commission
Disciplinary disclosures
None reported
SEC CRD number
108298
Website
linkedin.com/company/silver-oak-advisory-group (opens in new tab)
Phone
(503) 242-1715

Can advise clients in 4 states: California, Colorado, Oregon, Texas

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