Silver Oak Advisory Group

Silver Oak Advisory Group (CRD# 108298) is a financial advisory firm headquartered in Portland, OR. They manage $188,360,375 in 538 accounts and serve the financial needs of clients across 4 states (or territories).

By the Numbers
  • Total Assets Under Management
    188
    MILLION
  • Total Number of Accounts
    538
    ACCOUNTS
  • Average Account Value
    $350,112
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, OR, TX, WA

Financial Advisors at Silver Oak Advisory Group
Showing 1 - 3 of 3 top financial advisors.
1
Benjamin E. Gilbert
CRD#: 5153631
1130 Sw Morrison St, Ste 610, Portland, OR 97205
96
Wealthminder
score

Benjamin Gilbert (CRD# 5153631) is an Investment Advisor Representative working at Silver Oak Advisory Group in Portland, OR and has over 11 years of experience in the finance industry. Benjamin Gilbert has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Jessica M. Howe
CRD#: 5529814
1130 Sw Morrison St, Ste 610, Portland, OR 97205
96
Wealthminder
score

Jessica Howe (CRD# 5529814) is an Investment Advisor Representative working at Silver Oak Advisory Group in Portland, OR and has over 9 years of experience in the finance industry. Jessica Howe has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

3
Brent C. Hunsberger
CRD#: 5910923
1130 Sw Morrison St, Ste 610, Portland, OR 97205
93
Wealthminder
score

Brent Hunsberger (CRD# 5910923) is an Investment Advisor Representative working at Silver Oak Advisory Group in Portland, OR and has over 6 years of experience in the finance industry.

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