Silverman + Associates Wealth Management, LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed January 16, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$200/hr

“This fee is based on the assumption that a typical financial plan takes about 15-20 hours to complete at a rate of $200 per hour plus the cost of technology/software needed to complete the financial plan.”

Flat or project fee

$4,000⁠-⁠$8,000

“Financial planning services are offered based on a flat fee between $4,000 and $8,000.”

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

How Silverman + Associates Wealth Management, LLC bills

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

• “Fees are charged quarterly in advance based on the amount of assets managed as of the close of business on the last business day of the previous quarter.”
• “For accounts opened or closed mid-billing period, fees will be prorated based on the days services are provided during the given period.”
• “For all future periods, the Advisory Fee will be assessed - 3- and payable each billing period, in advance, based on the balance of Client’s managed assets as of the prior period-end, in accordance with the fee schedule listed in the Agreement.”

How Silverman + Associates Wealth Management, LLC’s fees compare

• Its hourly rate of $200 is below the Arizona median of $275. 17% of the 195 other Arizona planners that publish an hourly rate charge less.
• 2 of the 16 other planners in Tucson that publish an hourly rate charge less.
• Its flat or project fee of $4,000-$8,000 is above the Arizona median of $3,100. 75% of the 164 other Arizona planners that publish a flat or project fee charge less.
• 11 of the 13 other planners in Tucson that publish a flat or project fee charge less.

About Silverman + Associates Wealth Management, LLC

• Solo practice: one person runs the firm, so you work directly with the planner.
• Credentials named in the brochure: CFP®.
• Registered as an adviser: 2011 (15 years).

Firm details from Form ADV

How the firm is paid

Fixed or flat fees, percentage of assets under management

Charges a % of assets

Yes

Highest asset based fee in brochure

1% a year

Clients

94

Employees

1

Works with

Individuals and high net worth individuals

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, and selecting other advisers

Assets managed

$101,380,000

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

157856

Website

silverman-associates.com (opens in new tab)

Phone

(520) 512-8832

Other planners in Tucson that publish fees

• Adam AdvisoryTucson$3,000
• Aio Financial, LLCTucson$750/qtr, $3,000/yr
• Becker Financial ServicesTucson$150/hr
• Cambridge Financial Group, LLCTucson$3,500⁠-⁠$71,000/yr
• Capital West Partners, LLCTucson$150/hr
• Elion Financial, LLCTucson$1,500, $3,000⁠-⁠$50,000/yr

Compare all 45 planners in Tucson