Silver Maple Financial, LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 5, 2026. Fees can change, so confirm with the firm before you hire them.

Flat or project fee

$1,500

“Description for Financial Plan Advisory Services SMF receives a fixed flat fee of $1,500 for a comprehensive consultation and development of a financial plan.”

Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)

How Silver Maple Financial, LLC bills

Payment and refund terms, quoted from the fee section of the brochure.

• “For such a service, the advisor requires one-half of the fee payable upon entering the written agreement, while the balance is generally due upon delivery of the financial plan.”
• “Fees are negotiable at the advisor’s sole discretion.”
• “Fees are charged to the client quarterly and are generally charged in advance.”

How Silver Maple Financial, LLC’s fees compare

• Its flat or project fee of $1,500 is below the Maine median of $4,125. None of the 13 other Maine planners that publish a flat or project fee charge less.

About Silver Maple Financial, LLC

• Principal: Thad J. Ackerman
• Solo practice: one person runs the firm, so you work directly with the planner.
• Registered as an adviser: 2007 (19 years).

Planning areas mentioned in the brochure

• College planning
• 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

0.5% a year

Clients

23

Employees

1

Works with

Individuals and high net worth individuals

Services reported to regulators

Financial planning and portfolio management for individuals and small businesses

Assets managed

$19,278,630

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

143746

Website

silvermaplefinancial.com (opens in new tab)

Phone

(603) 969-7257

Can advise clients in 3 states: Massachusetts, Maine, New Hampshire

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

Compare all 63 planners in Maine