Jessica Howe is a CFP-designated registered investment advisor at Silver Oak Advisory Group, based in Portland, OR, with 18 years of industry experience. Jessica operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 3 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% |
Minimum annual fee is $6,600. Fees may be lower for larger client relationships, non-profits, and long-term clients at the firm's discretion.
Fee Estimator
Contact
Jessica Howe
Location
1130 SW Morrison St, Ste 312, Portland, OR, 97205-2217
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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.
Learn about disclosures →Employment History
Current Registrations
Silver Oak Advisory Group
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
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