Silver Oak Wealth Advisors Services, LLC fees and pricing
Financial planner in Los Angeles, California. Registered with the SEC.
According to its Form ADV Part 2A brochure dated March 2, 2026, Silver Oak Wealth Advisors Services, LLC charges $250-$450 an hour for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 2, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $250-$450/hr
“Silver Oak’s fee for financial planning and financial transition consulting services generally range from $2,500 to $10,000 on a fixed monthly fee basis and from $250 to $450 on an hourly rate basis, depending upon the level and scope of the services required and the professional rendering the service(s).”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Silver Oak Wealth Advisors Services, LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Fees are refundable for any portion of advance fees attributable to services not performed prior to termination of the agreement, and the client is responsible for any fees incurred but not yet billed.”
- “Upon termination, investment advisory fees will be prorated, and a refund will be made for the number of days in the calendar quarter after a termination notice is sent in writing or by email to Silver Oak.”
- “Fees can be negotiable under certain circumstances at the sole discretion of Silver Oak.”
How Silver Oak Wealth Advisors Services, LLC’s fees compare
- Its hourly rate of $250-$450 spans the California median of $300. 58% of the 932 other California planners that publish an hourly rate charge less.
- 21 of the 35 other planners in Los Angeles that publish an hourly rate charge less.
About Silver Oak Wealth Advisors Services, LLC
“Silver Oak provides its clients a choice of services including integrated wealth management, financial planning, related consulting services and discretionary investment management services.”
- Firm size: 7 employees.
- Founded: 2017 (9 years).
Planning areas mentioned in the brochure
- Estate planning
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
- 1.25% a year
- Clients
- 142
- Employees
- 7
- Works with
- Individuals and high net worth individuals
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, and selecting other advisers
- Assets managed
- $299,962,641
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported
- SEC CRD number
- 291645
- Phone
- (310) 207-4800
Can advise clients in 3 states: California, Connecticut, Texas
Other planners in Los Angeles that publish fees
- Ades Investment Counsel, Inc.Los Angeles$300/hr, $300-$5,000
- Aqua Capital AdvisorsLos Angeles$5,000-$10,000
- Bates Wealth Management, LLCLos Angeles$250/hr
- Blackacre WealthLos Angeles$400/hr, $2,500-$25,000
- Blacklines FinancialLos Angeles$5,000/yr
- Brand New Day Wealth Planning, LLCLos Angeles$250/hr, $3,500-$6,500
Is something on this page wrong or out of date? Email corrections@plannerfees.com and PlannerFees will check it against the firm's latest filing.