# Jeremy Eppley

> Jeremy Eppley is a fee-only financial advisor at Silverstone Financial in Owings Mills, Maryland, who holds the CFP, CPWA and APMA credentials. Jeremy 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/jeremy-eppley/
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, CPWA, APMA, CRPC, MSFP, CFA
- **Specialties:** Estate & legacy planning, Retirement planning, Sustainable & impact investing, Tax planning
- **Works with:** Retirees, Pre-retirees, High earners
- **CRD:** 7201064 (https://adviserinfo.sec.gov/individual/summary/7201064)
- **SEC registration:** Investment adviser representative in MD, TX, VA
- **Exams passed:** Series 65 (2021)
- **Firm size:** 2 employees
- **Disclosures:** None reported
- **Website:** https://silverstone.financial

## Frequently asked questions

### Is Jeremy Eppley a fee-only financial advisor?

Yes. Jeremy Eppley 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 Jeremy's firm.

### How does Jeremy Eppley charge for financial advice?

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

### How much does Jeremy Eppley 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 Jeremy Eppley work with clients virtually?

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

### Where is Jeremy Eppley based?

Jeremy Eppley is based in Owings Mills, Maryland.

### What does Jeremy Eppley specialize in?

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

### What credentials does Jeremy Eppley hold?

Jeremy Eppley holds the CFP, CPWA, APMA, CRPC, MSFP and CFA credentials.

### Is Jeremy Eppley registered with the SEC?

Yes. Jeremy Eppley is registered as an investment adviser representative in MD, TX and VA (CRD 7201064), 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 Jeremy Eppley?

Through Jeremy Eppley's website, silverstone.financial.

## Sources

- XY Planning Network directory listing (https://www.xyplanningnetwork.com/find-an-advisor/jeremy-eppley-11683): 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

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