Silverstone Private Wealth fees and pricing
Financial planner in Kingwood, Texas. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated August 19, 2026, Silverstone Private Wealth charges a flat or project fee of $2,000-$10,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed August 19, 2026. Fees can change, so confirm with the firm before you hire them.
- Flat or project fee
- $2,000-$10,000
“Services are offered based on a flat fee between $2,000 and $10,000.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Silverstone Private Wealth bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Fees are billed monthly in arrears based on the amount of assets managed as of the close of business on the last business day of the previous month.”
- “For accounts opened or closed mid-billing period, fees will be prorated based on the days services are provided during the given period.”
- “The fees are charged monthly in arrears and are based on the average daily account balance for the period for the prior month.”
How Silverstone Private Wealth’s fees compare
- Its flat or project fee of $2,000-$10,000 spans the Texas median of $3,850. 67% of the 401 other Texas planners that publish a flat or project fee charge less.
- 4 of the 4 other planners in Kingwood that publish a flat or project fee charge less.
About Silverstone Private Wealth
- Solo practice: one person runs the firm, so you work directly with the planner.
- Registered as an adviser: 2025.
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
- 1.75% a year
- Clients
- 12
- Employees
- 1
- Works with
- Individuals
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, and selecting other advisers
- Assets managed
- $1,000,000
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 338605
- Phone
- (281) 400-9030
Other planners in Kingwood that publish fees
- LCM FinancialKingwood$300/hr
- Lifeplan Financial Services, LPKingwood$275/hr, $2,475-$5,500
- MTR Financial Services, LLCKingwood$85-$150/hr
- Roth Financial Partners LLCKingwood$100-$500/hr, $2,000-$5,000
- Stephanie E. Doyle Investment ManagementKingwood$150/hr
- Us 1ST Wealth ManagementKingwood$200/hr, $2,500
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.