Firm
Silvis Financial
Charlotte, North Carolina
Fee-only
Silvis Financial at a glance
- One of 278 fee-only firms based in North Carolina in the Wellspent graph.
- 1 advisor is listed here, who holds the CFP.
- Its Form ADV reports 2 employees and 49 individual clients, 9 of them high net worth.
- Its average account is about $283,000 (assets it manages divided by its 130 accounts).
- Its ongoing planning fee starts at $3,000 a year, below the North Carolina median of $4,500.
- Its website says it's taking new clients.
Fee-only advisors in North Carolina · What fee-only advisors charge in North Carolina
Facts
| Based in | Charlotte, North Carolina |
|---|---|
| Website | silvisfinancial.com |
Silvis 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 $3,000 a year |
|---|---|
| How it charges | Ongoing planning fee |
In the firm's words
"Starts at $3,000 per year for individuals" source
"Starts at $3,000 per year for individuals" 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 | $37 million |
| Individual clients | 40 |
| High-net-worth clients | 9 |
| Accounts managed | 130 |
| Employees | 2 |
| Planning clients | 11-25 |
| Financial planning | Offered |
| Form ADV filed | February 27, 2026 |
| SEC record | CRD 298535 |