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Services & Pricing

 

We take pride in our always transparent and straightforward pricing.

We are a Fee-Only firm, which means we do not earn revenue through any means other than the fees our clients pay us.

We do not sell insurance, annuities, or mutual funds to earn commissions. With no hidden fees, what you see is what you pay.

Please use our calculator to determine your estimated fee:

Pricing Calculator

This estimate is not a guaranteed price. Please schedule a meeting with us for an official quote.

Our Services

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Financial Planning

Comprehensive Retirement,
Tax, & Estate Planning

Our expert financial planners will analyze your current financial situation and work with you to construct a tailored financial plan with action items and recommendations on how best to reach your goals.

Investment Management

Direct Indexing &

Tax-loss Harvesting

Let our financial professionals invest, monitor, rebalance, and optimize your investments. We will determine your risk tolerance and find investment solutions that best achieve your investment objectives.

No minimums.

Tax Preparation

Proactive Tax Planning &

Annual Tax Preparation

We partner with experienced tax preparation firms to provide tax preparation services to our clients.
These services are included for free for our wealth management clients with more than $1,000,000

 invested with us.

Investment advisory services are made available through Silverstone Financial LLC, a registered investment adviser.

Our Services Explained


One-Time "Project" Financial Planning :  Our "Project" financial planning service includes a one-time written financial plan covering retirement planning, cash flow planning, real estate investing advice, education planning, tax planning, estate planning, and more. This service includes multiple initial meetings to construct and present a written financial plan, and then three months of unlimited email support to answer any questions while you implement our recommendations on your own. Our ongoing financial planning "Personal CFO" service (explained below) includes live support for implementing our recommendations and ongoing updates to your financial plan as your life changes. Pricing is a one-time upfront fee ranging from $1,800 to $5,400 based on your income and net worth (see our pricing calculator above).

Ongoing "Personal CFO" Financial Planning :  "CFO" stands for Chief Financial Officer. You are the "CEO" of your life; we want to help make your vision of an ideal life a financial reality. Many busy young professionals and entrepreneurs don't have time to properly manage their own finances. Our Personal CFO service includes ongoing financial planning, a thought-partner when making big financial decisions, and task management support to make sure important responsibilities don't fall through the cracks. This service includes an initial multi-meeting financial plan construction and then two ongoing annual review meetings. You have access to unlimited email support and additional one-on-one meetings are available, as needed, at no additional cost. Pricing is a subscription fee ranging from $150/mo to $450/mo based on your income and net worth, plus a one-time onboarding fee of $1,200 (see our pricing calculator above). 

The onboarding fee is reduced when you bundle with Investment Management. The $1,200 onboarding fee is reduced by $100 for each $25,000 AUM you have us manage (at $300,000 AUM or more, the onboarding fee is completely waived).

Investment Management :  We have a $100,000 investment account minimum, with pricing at 1.25% per year. However, this investment account minimum is waived and pricing falls to just 0.50% per year, when you bundle with our Personal CFO service. This service includes an annual meeting with a financial advisor to review your investments together (in addition to the two included in our Personal CFO service). Get access to professional investment management, direct indexing, and automated tax-loss harvesting*. Please learn more about how we manage investments on our Investment Philosophy page.

(*Automated tax-loss harvesting may be subject to an additional separate fee charged by the software provider.)

Tax Preparation :  Full-service tax return preparation and filing for those who want an experienced tax professional to handle their taxes. Pricing is $300 per hour (2 hour minimum); a typical tax return costs between $600 and $1,200.

This service is included for free for clients with over $1,000,000 of investable assets at Silverstone Financial.

(Silverstone Financial LLC and its representatives are not licensed tax preparers and provide tax preparation services through a partner tax preparation firm.)

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Comprehensive Wealth Management :  Bundle our services together for an all-inclusive wealth management service for clients with more than $500,000 of investable assets at Silverstone Financial. Pricing is 1.00% per year on the first $1.25 million AUM, then a flat 0.50% per year on any AUM above that. This service includes an initial multi-meeting financial plan construction and then three ongoing annual review meetings. You have access to unlimited email support and additional one-on-one meetings are available, as needed, at no additional cost. Wealth Management includes the following services:

  • Investment Management

  • Financial Planning

  • Personal CFO

  • Annual Tax Preparation, for those with over $1,000,000 of investable assets at Silverstone Financial

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Learn more about our Investment Philosophy

Schedule a free Consultation

Meet with a Financial Planner 1-on-1 for a complimentary, obligation-free consultation.
We will review your financial situation, answer any questions you may have, and explain our firm's offerings.

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