Silverstone Financial LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 6, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$350/hr

“Our hourly rate is a maximum of $350 and is dependent on the investment adviser representative servicing the client.”

Flat or project fee

$1,000⁠-⁠$6,000

“Fixed fee rates range between $1,000 to $6,000.”

Monthly fee

$150⁠-⁠$850/mo

“For ongoing financial planning services, the firm charges an upfront fee of $1,800 plus an annual flat subscription fee ranging from $150/month to $850/month.”

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

How Silverstone Financial LLC bills

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

• “The firm’s fee structure is non-negotiable, however, the firm reserves the right to waive all or a portion of its advisory fees. À La Carte Pricing.”
• “Silverstone Financial may request a portion of the fee be collected in advance with the remainder due upon completion of the services.”
• “Fees are negotiable and the final agreed upon fee will be outlined in your Agreement.”

How Silverstone Financial LLC’s fees compare

• Its hourly rate of $350 is above the Maryland median of $300. 57% of the 156 other Maryland planners that publish an hourly rate charge less.
• Its flat or project fee of $1,000-$6,000 spans the Maryland median of $4,335. 44% of the 133 other Maryland planners that publish a flat or project fee charge less.
• 1 of the 4 other planners in Owings Mills that publish a flat or project fee charge less.

About Silverstone Financial LLC

• Firm size: 2 employees.
• Registered as an adviser: 2021 (5 years).

Planning areas mentioned in the brochure

• College planning

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

1.5% a year

Clients

28

Employees

2

Works with

Individuals and high net worth individuals

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, pension consulting, and other services

Assets managed

$28,334,459

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

316845

Website

youtube.com/channel/UCrCT3AGuBlUhpwfqOAIiUjg (opens in new tab)

Phone

(301) 701-4565

Can advise clients in 2 states: Maryland, Virginia

Other planners in Owings Mills that publish fees

• American Financial Management, LTD.Owings Mills$3,500
• BRC Financial PlanningOwings Mills$500/hr, $3,000
• Glass Jacobson Wealth AdvisorsOwings Mills$1,000⁠-⁠$25,000
• Prosperity - An Eisneramper CompanyOwings Mills$5,000

Compare all 6 planners in Owings Mills