Firm
Silverstone Financial
Owings Mills, Maryland
Fee-only
Silverstone Financial at a glance
- One of 195 fee-only firms based in Maryland in the Wellspent graph.
- 2 advisors are listed here; all hold the CFP.
- Its Form ADV reports 2 employees and 28 individual clients, 11 of them high net worth.
- Its average account is about $286,000 (assets it manages divided by its 99 accounts).
- Its ongoing planning fee starts at $1,800 a year, below the Maryland median of $3,800.
- Its hourly rate of $350 is above the Maryland median of $300.
- Its website says it's taking new clients.
- It works with clients virtually as well as in person.
Fee-only advisors in Maryland · What fee-only advisors charge in Maryland
Facts
| Based in | Owings Mills, Maryland |
|---|---|
| Website | silverstone.financial |
| [email protected] | |
| Phone | (301) 701-4565 |
Silverstone Financial fees
What the firm's own website says it charges, checked October 28, 2026. We keep a price only when the exact words stating it appear on the page.
| Ongoing planning | From $1,800 a year |
|---|---|
| Hourly | $350 an hour |
| Asset-based fee | 1.25% a year on the first tier of assets |
| Account minimum | $100,000 |
| How it charges | Percentage of assets · Hourly · Ongoing planning fee · One-time plans or projects |
In the firm's words
"Pricing is a subscription fee ranging from $150/mo to $850/mo based on your income and net worth" source
"Pricing is an hourly rate of $350/hr." source
"Investment Management 1.25%/yr on AUM" source
"We have a $100,000 investment account minimum, with pricing at 1.25% per year." 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 | $28 million |
| Individual clients | 17 |
| High-net-worth clients | 11 |
| Accounts managed | 99 |
| Employees | 2 |
| Planning clients | 26-50 |
| Financial planning | Offered |
| Form ADV filed | March 6, 2026 |
| SEC record | CRD 316845 |
Advisors at this firm (2)
Other fee-only firms in Maryland
- Snyder Asset Management · Hunt Valley
- Society Investment Management · Baltimore
- Sovereign Financial Services · Phoenix
- Steeley Advisory · Bethesda
- Stratus Capital Management · Kensington
- TAM Financial Advisors · Annapolis
- Terrafort Capital · North Bethesda
- The Ellerson Group · Annapolis