# Gordon Achtermann

> Gordon Achtermann is a fee-only financial advisor at Silverstone Financial in Owings Mills, Maryland, who holds the CFP and MBA credentials. Gordon charges a percentage of assets, hourly fees, an ongoing planning fee and a one-time planning fee (ongoing planning from $1,800 a year and $350 an hour) and focuses on estate & legacy planning, retirement planning and sustainable & impact investing.

Page: https://find.wellspent.co/advisors/gordon-achtermann/
Built from public directory listings; last checked October 28, 2026.

## Facts

- **Firm:** Silverstone Financial
- **Based in:** Owings Mills, Maryland
- **Fee model:** Percentage of assets; Hourly; Ongoing planning fee; One-time planning fee
- **Fees (firm's website):** ongoing planning from $1,800 a year; $350 an hour; 1.25% a year on the first tier of assets managed; a $100,000 asset minimum
- **Works virtually:** Yes (firm's website)
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $28.3M across 99 accounts
- **Credentials:** CFP, MBA
- **Specialties:** Estate & legacy planning, Retirement planning, Sustainable & impact investing, Tax planning
- **Works with:** Retirees, Pre-retirees, High earners
- **CRD:** 1685657 (https://adviserinfo.sec.gov/individual/summary/1685657)
- **SEC registration:** Investment adviser representative in MD, TX, VA
- **Exams passed:** Series 63 (1987), Series 65 (2018)
- **Firm size:** 2 employees
- **Disclosures:** None reported
- **Website:** https://silverstone.financial

## Frequently asked questions

### Is Gordon Achtermann a fee-only financial advisor?

Yes. Gordon Achtermann is listed in the XY Planning Network directory (XYPN members are fee-only). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Gordon's firm.

### How does Gordon Achtermann charge for financial advice?

Gordon Achtermann charges a percentage of assets, hourly fees, an ongoing planning fee and a one-time planning fee.

### How much does Gordon Achtermann charge?

According to Silverstone Financial's website, checked October 28, 2026: ongoing planning from $1,800 a year; $350 an hour; 1.25% a year on the first tier of assets managed; a $100,000 asset minimum.

### Does Gordon Achtermann work with clients virtually?

Yes. Silverstone Financial says on its website that it works with clients remotely.

### Where is Gordon Achtermann based?

Gordon Achtermann is based in Owings Mills, Maryland.

### What does Gordon Achtermann specialize in?

Gordon Achtermann's specialties include estate & legacy planning, retirement planning, sustainable & impact investing and tax planning. Gordon works with retirees, pre-retirees and high earners.

### What credentials does Gordon Achtermann hold?

Gordon Achtermann holds the CFP and MBA credentials.

### Is Gordon Achtermann registered with the SEC?

Yes. Gordon Achtermann is registered as an investment adviser representative in MD, TX and VA (CRD 1685657), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.

### How much does Silverstone Financial manage?

Silverstone Financial reports $28.3M across 99 accounts in assets under management.

### How do I contact Gordon Achtermann?

Through Gordon Achtermann's website, silverstone.financial.

## Sources

- XY Planning Network directory listing (https://www.xyplanningnetwork.com/find-an-advisor/gordon-achtermann-10450): XYPN members are fee-only
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 27, 2026
- The firm's website (https://www.silverstonefiduciary.com/): specialties, clients served, and fees, checked October 28, 2026

---

Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.
