Silver Strand Financial Planning at a glance
- One of 237 fee-only firms based in Michigan in the Wellspent graph.
- 1 advisor is listed here, who holds the CFP.
- Its Form ADV reports 1 employee and 33 individual clients, 11 of them high net worth.
- Its average account is about $117,000 (assets it manages divided by its 81 accounts).
- Its ongoing planning fee starts at $2,400 a year, below the Michigan median of $3,000.
- Its website says it's taking new clients.
Fee-only advisors in Michigan · What fee-only advisors charge in Michigan
Facts
| Based in | Bloomfield Hills, Michigan |
|---|---|
| [email protected] | |
| Phone | (248) 781-2206 |
Questions about Silver Strand Financial Planning
How much does Silver Strand Financial Planning charge?
Silver Strand Financial Planning publishes these prices: ongoing planning: from $2,400 a year. We found this on its website, checked November 7, 2026.
How is Silver Strand Financial Planning paid?
Silver Strand Financial Planning's Form ADV says it is paid by: percentage of assets, hourly, fixed fees.
How many advisors does Silver Strand Financial Planning have in the Wellspent public graph?
The Wellspent public graph lists 1 advisor at Silver Strand Financial Planning.
What is the average account at Silver Strand Financial Planning?
Silver Strand Financial Planning's average account is about $117,000. That's the assets on its Form ADV divided by its 81 accounts.
What does Silver Strand Financial Planning specialize in?
Silver Strand Financial Planning's advisors and website list estate & legacy planning, tax planning and retirement planning.
Is Silver Strand Financial Planning accepting new clients?
Yes, according to Silver Strand Financial Planning's website, checked November 7, 2026.
Silver Strand Financial Planning fees
What the firm's own website says it charges, checked November 7, 2026. We keep a price only when the exact words stating it appear on the page.
| Ongoing planning | From $2,400 a year |
|---|---|
| How it charges | Ongoing planning fee · Percentage of assets |
In the firm's words
"SSFP offers holistic financial planning for $2,400 a year." source
"SSFP offers holistic financial planning for $2,400 a year." source
"$250,001 - $970,000 will be an additional 0.50%." 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 | $9 million |
| Individual clients | 22 |
| High-net-worth clients | 11 |
| Accounts managed | 81 |
| Employees | 1 |
| Planning clients | 26-50 |
| Financial planning | Offered |
| Form ADV filed | March 30, 2026 |
| SEC record | CRD 313531 |