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Advisor

Hans Smith

Silverlake Wealth Management · Burlington, Vermont

Hans Smith is a fee-only financial advisor at Silverlake Wealth Management in Burlington, Vermont. Silverlake Wealth Management reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

Percentage of assetsHourlyFixed fees Fee-only

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Facts

FirmSilverlake Wealth Management
Based in Burlington, Vermont
Fee model (firm's Form ADV)Percentage of assets · Hourly · Fixed fees
Assets under management$849.1M across 2,641 accounts
SEC registration Investment adviser representative in VT · CRD 6322329
Exams passedSeries 65 (2014)
Firm size13 employees
Disclosures None reported
Websitewww.silverlakewealth.com

How Hans's firm compares

  • Silverlake Wealth Management's average account is about $321,000, from its Form ADV (assets managed divided by 2,641 accounts).

What fee-only advisors charge

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Questions about Hans

Is Hans Smith a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Hans holds no broker registration, and Silverlake Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

How does Hans charge for financial advice?

Hans's firm, Silverlake Wealth Management, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

Where is Hans Smith based?

Hans Smith is based in Burlington, Vermont.

Is Hans Smith registered with the SEC?

Yes. Hans Smith is registered as an investment adviser representative in VT (CRD 6322329), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

How much does Silverlake Wealth Management manage?

Silverlake Wealth Management reports $849.1M across 2,641 accounts in assets under management.

How do I contact Hans Smith?

Through Hans's website, www.silverlakewealth.com.

What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms

Where this information comes from

  • SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
  • SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
  • Directory listing last checked October 30, 2026.

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