Silver Accounting Service Inc. Dba Silver Financial Service fees and pricing
Financial planner in Westbrook, Maine. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated March 10, 2026, Silver Accounting Service Inc. Dba Silver Financial Service charges $250 an hour and an annual fee of $1,500-$15,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 10, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $250/hr
“In the event of early termination, any prepaid but unearned fees will be refunded to the Client and any completed deliverables of the project will be provided to the Client and no further fees will be charged. ● Hourly Financial Planning - Financial Planning engagements are offered at the rate of $250 per hour.”
- Annual fee
- $1,500-$15,000/yr
“The fee range is flat, ranging from $1500 to $15000 annually.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Silver Accounting Service Inc. Dba Silver Financial Service bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Engagements initiated during a calendar month will be charged a prorated fee based on the amount of time remaining in the billing period.”
- “This service may be terminated with written notice at least 30 calendar days in advance.”
- “Accounts initiated during a calendar quarter will be charged a prorated fee based on the amount of time remaining in the billing period.”
How Silver Accounting Service Inc. Dba Silver Financial Service’s fees compare
- Its hourly rate of $250 matches the Maine median of $250. 35% of the 23 other Maine planners that publish an hourly rate charge less.
- Its annual fee of $1,500-$15,000 spans the Maine median of $8,250. 50% of the 8 other Maine planners that publish an annual fee charge less.
About Silver Accounting Service Inc. Dba Silver Financial Service
- Firm size: 3 employees.
- Credentials named in the brochure: CFP®.
- Registered as an adviser: 2024 (2 years).
Planning areas mentioned in the brochure
- Retirement planning
- Estate planning
- Business owners
- Cash flow and budgeting
Firm details from Form ADV
- How the firm is paid
- Hourly fees, fixed or flat fees, percentage of assets under management
- Charges a % of assets
- Yes
- Highest asset based fee in brochure
- 1.25% a year
- Clients
- 54
- Employees
- 3
- Works with
- Individuals and high net worth individuals
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, and educational seminars and workshops
- Assets managed
- $13,822,431
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 330484
- Phone
- (207) 899-9626
Other planners in Maine that publish fees
- Ampersand Investment AdvisorsCamden$300/hr, $1,500-$7,500
- Bigelow Investment Advisors, LLCPortland$165/mo
- BirchbrookBangor$200/hr, $2,000
- Black Brook Financial PlanningGorham$150/hr
- Black Harbor FinancialBoothbay Harbor$300/hr, $2,500
- Blue Point Financial, Inc.Scarborough$250/hr, $1,000/yr
Is something on this page wrong or out of date? Email corrections@plannerfees.com and PlannerFees will check it against the firm's latest filing.