Silver Advisors, LLC fees and pricing
Financial planner in New York, New York. Registered with the SEC.
According to its Form ADV Part 2A brochure dated August 7, 2026, Silver Advisors, LLC charges a flat or project fee of $1,500-$25,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed August 7, 2026. Fees can change, so confirm with the firm before you hire them.
- Flat or project fee
- $1,500-$25,000
“Flat fees generally range from $1,500 to $25,000.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Silver Advisors, LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “All advisory fees deducted from a client's account will be supported by an invoice provided to the client, itemizing the fee charged.”
- “Fees paid in advance are considered earned and non-refundable up to the effective date of the termination of Engagement Agreement.”
- “Upon receipt of a proper notice of termination from the client, as described in the Engagement Agreement, we will calculate a prorata refund for the unearned portion (if any) of the fee.”
How Silver Advisors, LLC’s fees compare
- Its flat or project fee of $1,500-$25,000 spans the New York median of $4,500. 89% of the 251 other New York planners that publish a flat or project fee charge less.
- 43 of the 52 other planners in New York that publish a flat or project fee charge less.
About Silver Advisors, LLC
“Silver provides investment management and financial planning services to our clients.”
- Solo practice: one person runs the firm, so you work directly with the planner.
- Registered as an adviser: 2021 (5 years).
Planning areas mentioned in the brochure
- Cash flow and budgeting
Firm details from Form ADV
- How the firm is paid
- Fixed or flat fees, percentage of assets under management, performance based fees
- Charges a % of assets
- Yes
- Highest asset based fee in brochure
- 2% a year
- Clients
- 13
- Employees
- 1
- Works with
- Individuals, high net worth individuals, and businesses
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, and other services
- Assets managed
- $71,902,242
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported
- SEC CRD number
- 291109
- Phone
- (646) 531-5313
Other planners in New York that publish fees
- Abernathy Group II LLCNew York$750/hr, $1,000/yr
- Allegory AdvisoryNew York$240/hr
- Altfest Personal Wealth ManagementNew York$250/hr, $1,250/qtr
- American Centurion Financial LLCNew York$475/hr
- American Financial & Tax Strategies, Inc.New York$660/hr, $2,500/qtr
- Amvoy WealthNew York$1,000-$20,000
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.