Silvis Financial fees and pricing
Financial planner in Charlotte, North Carolina. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated February 27, 2026, Silvis Financial charges $350 an hour for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed February 27, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $350/hr
“Our hourly rate is $350.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Silvis Financial bills
Payment and refund terms, quoted from the fee section of the brochure.
- “The fee is based on a percentage of assets under management, or a flat fee, and is negotiable.”
- “The fee is based on a percentage of assets under management, or a flat fee, and is negotiable.”
- “Our advisory fee is prorated for any partial billing periods occurring during the engagement, including the initial and terminating billing periods.”
How Silvis Financial’s fees compare
- Its hourly rate of $350 is above the North Carolina median of $300. 67% of the 177 other North Carolina planners that publish an hourly rate charge less.
- 23 of the 34 other planners in Charlotte that publish an hourly rate charge less.
About Silvis Financial
“We offer Investment Management, Financial Planning, and Wealth Management Services.”
- Principal: Christopher Woods
- Firm size: 2 employees.
- Meets clients remotely: the brochure mentions virtual or online meetings.
- Registered as an adviser: 2018 (8 years).
Planning areas mentioned in the brochure
- Retirement planning
- Estate planning
- 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
- 2% a year
- Clients
- 49
- 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 selecting other advisers
- Assets managed
- $36,809,920
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 298535
- Phone
- (571) 357-5399
Can advise clients in 3 states: Louisiana, North Carolina, Virginia
Other planners in Charlotte that publish fees
- Altruist Wealth ManagementCharlotte$1,000-$12,000, $750-$3,000/qtr
- Auctus Advisors LLCCharlotte$5,000-$100,000
- Aureus CapitalCharlotte$150/hr, $1,000-$10,000
- Buoyant FinancialCharlotte$2,000
- Calamita Wealth ManagementCharlotte$5,000-$15,000
- Cannon AdvisorsCharlotte$1,500-$5,000
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.