Silvestri Financial and Tax Advisors, Inc fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed September 29, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$500/hr

“These fees are negotiable but will not exceed $500 per hour.”

Flat or project fee

$2,500

“SFATAI’s standard fee for preparing an initial financial plan is $2,500.”

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

How Silvestri Financial and Tax Advisors, Inc bills

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

• “Per this calculation, the amount billed is $125.”
• “When an account is closed, the pro – rata refund of Advisory Fees is applied to the account at the beginning of the following month.”
• “Advisory fees paid in advance during the current calendar quarter will receive a pro – rata refund that will include deposits on new money, investment solution changes, journals between existing accounts, and the quarterly advanced billing.”

How Silvestri Financial and Tax Advisors, Inc’s fees compare

• Its hourly rate of $500 is above the Maryland median of $300. 85% of the 156 other Maryland planners that publish an hourly rate charge less.
• 2 of the 2 other planners in Forest Hill that publish an hourly rate charge less.
• Its flat or project fee of $2,500 is below the Maryland median of $4,335. 29% of the 133 other Maryland planners that publish a flat or project fee charge less.

About Silvestri Financial and Tax Advisors, Inc

• Firm size: 3 employees.
• Registered as an adviser: 2020 (6 years).

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

2.25% a year

Clients

129

Employees

3

Works with

Individuals, high net worth individuals, and businesses

Services reported to regulators

Financial planning, selecting other advisers, educational seminars and workshops, and other services

Assets managed

$46,526,565

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

306571

Website

sfandt.com (opens in new tab)

Phone

(410) 627-1456

Can advise clients in 3 states: Delaware, Maryland, Pennsylvania

Other planners in Forest Hill that publish fees

• Honeygo FinancialForest Hill$250/hr
• Picket Fence Financial, LLCForest Hill$200/hr, $3,000⁠-⁠$10,000
• 1 North Wealth Services, LLCAnnapolis$400/hr, $3,200/yr
• Aaa Advisory LLCWalkersville$300/hr
• Accordant Advisory Group, Inc.Annapolis$500/hr
• Addax Bridge FinancialPotomac$250⁠-⁠$400/hr, $5,000⁠-⁠$6,000

Compare all 3 planners in Forest Hill