Brent Hunsberger is a CFP-designated registered investment advisor at Silver Oak Advisory Group, based in Portland, OR, with 14 years of industry experience. Brent operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Corporate Executives, Education Planning, Estate Planning, and 6 more. Their firm serves 193 clients with $420M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 0.95% |
| $1M+ | 0.60% |
The minimum annual fee is $6,600 depending on the size and complexity of the engagement. Fees may be less for larger client relationships and for non-profit and long-term clients.
Fee Estimator
Contact
Brent Hunsberger
Location
1130 SW Morrison Street, Suite 312, Portland, OR, 97205
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
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Brent works as a freelance journalist for the Oregonian Media Group, producing stories, graphics, and videos. This takes a few hours per week, including a couple of hours during securities trading hours.
Employment History
Current Registrations
Silver Oak Advisory Group
Previous Registrations
New Outlook Financial, LLC
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
Additional Information
Brent Hunsberger is a Certified Financial Planner™ and former personal finance columnist for The Oregonian, He believes individuals and families deserve impartial guidance as they plan their future and pursue their dreams. He approaches planning much as he did his columns: He tries to demystify high finance. He focuses on the three most important variables investors can control -- holding down costs, appropriately diversifying investments and developing a thoughtful plan.