Firm
Silverlake Wealth Management
Williston, Vermont
Fee-only
Silverlake Wealth Management at a glance
- One of 34 fee-only firms based in Vermont in the Wellspent graph.
- 5 advisors are listed here; 1 of 5 hold the CFP.
- Its Form ADV reports 13 employees and 1,028 individual clients, 254 of them high net worth.
- Its average account is about $321,000 (assets it manages divided by its 2,641 accounts).
Facts
| Based in | Williston, Vermont |
|---|---|
| Website | silverlakewealth.com |
| Phone | (802) 857-5083 |
Silverlake Wealth Management fees
Silverlake Wealth Management doesn't publish its prices on its website, or we couldn't confirm them word for word. Ask for its Form ADV Part 2A, which must describe its fees.
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 | $849 million |
| Individual clients | 774 |
| High-net-worth clients | 254 |
| Accounts managed | 2,641 |
| Employees | 13 |
| Planning clients | 11-25 |
| Registered with | The SEC (801-97340) |
| Financial planning | Offered |
| Form ADV filed | July 1, 2026 |
| SEC record | CRD 165525 |