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.
Flat-fee Financial Planning
Our comprehensive financial planning service includes:
Retirement Planning, Cash Flow Planning, Debt Coaching, Education Planning, Estate Planning, Tax Planning & more
The financial planning fee is based on your household's annual income and net worth.
Your annual fee tier is calculated with the following formula:
Annual Income x 1.5% + Net Worth x 0.5%
Please use our calculator to determine your estimated fee:
Investment Management
Bracket:
Below $500,000
$500,000 – $2,000,000
Above $2,000,000
Annual Fee:
1.25%
1.00%
0.75%
When bundled with financial planning, our fee drops to a flat 0.50% annual fee.
Comprehensive Wealth Management
Bundle our Financial Planning and Investment Management services together.
Bonus: tax preparation and estate document drafting are included for free when you bundle and invest $500,000 with us!
Financial Planning
starting at $250 /mo
See our calculator above to estimate your fee.
+
Investment Management
0.50% annual fee
No account minimums when bundled.
Silverstone Financial offers full service personal tax return preparation from TurboTax® for wealth management clients.
Hand off your taxes and let a tax expert file your taxes for you, start to finish.
Available for all clients. Included for free for wealth management clients with more than $500,000 invested with us.
Silverstone Financial offers estate document drafting services from Trust & Will® for wealth management clients.
Create customized estate documents including your last will & testament, trust, power of attorney, and healthcare directives.
10% off for all clients. Included for free for wealth management clients with more than $500,000 invested with us.
Silverstone Financial is not affiliated with Intuit TurboTax and Trust & Will.
Intuit™, Intuit TurboTax™, and TurboTax Live™ logos are trademarks of Intuit Inc. Trust & Will™ logos are trademarks of Trust & Will.
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.