Firm
Silver Maple Financial
Kittery, Maine
Fee-only
Silver Maple Financial at a glance
- One of 40 fee-only firms based in Maine in the Wellspent graph.
- 1 advisor is listed here.
- Its Form ADV reports 1 employee and 23 individual clients, 5 of them high net worth.
- Its average account is about $184,000 (assets it manages divided by its 105 accounts).
- Its website says it's taking new clients.
Facts
| Based in | Kittery, Maine |
|---|---|
| Website | silvermaplefinancial.com |
| Phone | (603) 969-7257 |
Silver Maple Financial fees
What the firm's own website says it charges, checked October 30, 2026. We keep a price only when the exact words stating it appear on the page.
| Ongoing planning | From $600 a year |
|---|---|
| Hourly | $200 an hour |
| How it charges | Percentage of assets · Flat fee · Hourly · Ongoing planning fee · One-time plans or projects |
In the firm's words
"Fees from $600/year ($50/month)" source
"Fee: $ 2 00/hour" source
"Annual AUM Fee: 0.50% for the First $1,000,000 of AUM" source
"Hourly financial advisory services are, of course, charged at an hourly rate." source
For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.
What its SEC filing says
| Paid by | Percentage of assets · Hourly · Fixed fees |
|---|---|
| Assets managed | $19 million |
| Individual clients | 18 |
| High-net-worth clients | 5 |
| Accounts managed | 105 |
| Employees | 1 |
| Planning clients | 11-25 |
| Financial planning | Offered |
| Form ADV filed | March 5, 2026 |
| SEC record | CRD 143746 |