Silvestri Financial and Tax Advisors, Inc
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$46,526,565
Total clients
129
4% high-net worth
Total advisors
2
of 3 employees
Firm size
Supported
1-3 advisors or $200M+ in AUM
Average clients per advisor
65
Average account size
$360,671
About
Silvestri Financial and Tax Advisors, Inc is a small, supported advisory firm serving individual and high‑net‑worth clients as well as some corporate accounts. The firm provides financial consulting, tax‑related planning guidance, and makes referrals to third‑party portfolio managers and insurance products rather than directly managing securities for clients.
Rather than providing direct portfolio management, Silvestri arranges discretionary management through recommended third‑party advisers (notably AssetMark) and conducts due diligence and ongoing reviews of those managers as part of its advisory process. Recommendations are tailored to clients’ liquidity, tax considerations, risk tolerance, and time horizon, and the firm documents client‑imposed restrictions and model allocations when preparing plans.
Notably, the firm periodically hosts free educational seminars and webinars aimed primarily at retirement‑age individuals, and the principals are licensed insurance agents who may offer commissionable insurance products such as fixed index annuities and life insurance—conflicts of interest that the firm discloses to clients. The firm also discloses that it may use third‑party lead generators and is compensated via fee‑sharing arrangements with the third‑party advisers it recommends, and it requires use of its chosen custodian platform for portfolio management.
Client services
Expertise
Fee options
All Assets+: Up to 2.25% total advisory fee combined All Assets+: Up to 1.20% SFATAI's fee All Assets+: Up to 1.05% Third Party’s fee
$100 to $350 per hour, negotiable
Main office location
Silvestri Financial and Tax Advisors, Inc
Forest Hill MD, United States
Number of offices
1
Most active in
Maryland · Pennsylvania
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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