Jeremy Eppley
Silverstone Financial · Owings Mills, Maryland
Jeremy Eppley is a fee-only financial advisor at Silverstone Financial in Owings Mills, Maryland, who holds the CFP, CPWA and APMA credentials.
- $1,800
- Ongoing planning, per year, from
- $350
- Hourly rate
- $28M
- Firm assets managed
- $286,000
- Firm's average account
What Jeremy focuses on
Who Jeremy works with
- Retirees
- Pre-retirees
- High earners
How does Jeremy's firm compare?
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Ongoing planning starts at $1,800 a year, below the Maryland median of $3,800 for fee-only firms that publish prices.
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The hourly rate is $350, above the Maryland median of $300 for fee-only firms that publish prices.
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Silverstone Financial's average account is about $286,000, from its Form ADV (assets managed divided by 99 accounts).
Questions about Jeremy
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
The full record
| 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 |
| Accepting new clients | Yes |
| Assets under management | $28.3M across 99 accounts |
| Credentials | CFP · CPWA · APMA · CRPC · MSFP · CFA |
| SEC registration | Investment adviser representative in MD, TX, VA · CRD 7201064 |
| Exams passed | Series 65 (2021) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | silverstone.financial |
| Profile |
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Other fee-only advisors in Maryland
Other advisors in Maryland who focus on estate & legacy planning
Where this information comes from
- XY Planning Network directory listing : XYPN members are fee-only
- Silverstone Financial website : specialties, clients served, and fees, checked October 28, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 21, 2026.
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