Silvestri Financial and Tax Advisors, Inc
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$46,457,924
Clients
129
Advisors
2
of 3 employees
About
Silvestri Financial and Tax Advisors provides financial planning, financial consulting, and tax‑related advice to individuals (including high‑net‑worth clients) and corporate clients. The firm also recommends third‑party portfolio managers, offers insurance product recommendations such as fixed index annuities and life insurance, and periodically hosts free educational seminars and webinars primarily aimed at retirement‑age attendees.
SFATAI does not manage client portfolios directly; it conducts client interviews, tailors financial plans and model allocations, and directs discretionary asset management to selected third‑party advisers through the AssetMark platform while performing due diligence on those managers. Investment guidance is focused on traditional asset classes — individual equities, mutual funds, ETFs, fixed income (including TIPS), and non‑U.S. equities — and client accounts are reviewed at least annually or upon material changes in circumstances.
What is distinctive about the firm is the combination of advisory and licensed insurance activities, together with a fee‑sharing referral arrangement with AssetMark that the firm discloses as a potential conflict of interest, and the firm’s preference to place portfolio management with third parties rather than manage accounts in‑house. The firm also provides no‑cost seminars and has recently formalized financial planning as an offering, features that are less common among peers in its category.
Client services
Expertise
Fee options
Standard fee for initial financial plan is $2,500; fees negotiable depending on scope; maximum hourly rate for services rendered is $500/hour
All Assets+: Up to 2.25% total annual fee (composed of up to 1.20% to AssetMark and up to 1.05% to Silvestri Financial and Tax Advisors)
$100 to $500 per hour, negotiable, not to exceed $500/hour
Main office
Forest Hill MD
Advisors at this office
2
Most active in
Delaware · 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
Quick links
Advisors at this firm
Vincent S
Series 66
Forest Hill, MD
Silvestri Financial and Tax Advisors, Inc
Vincent Silvestri is a financial advisor with Silvestri Financial and Tax Advisors, Inc. He holds a Series 66 designation and has 12 years of industry experience. His career includes roles at Chesapeake Capital Management, LLC and Sageguard Investment Advisory Services. In addition to advisory services, he manages individual federal and state tax return preparation annually. Silvestri Financial and Tax Advisors provides financial planning, consulting, and tax-related advice to individual and corporate clients, including high-net-worth individuals. The firm recommends third-party portfolio managers, offers insurance products, and hosts educational seminars primarily for retirement-age attendees, focusing on traditional asset classes while placing portfolio management with selected external managers.
Brian S
Series 65
Forest Hill, MD
Silvestri Financial and Tax Advisors, Inc
Brian Silvestri is a financial advisor at Silvestri Financial and Tax Advisors, Inc with five years of industry experience. He holds a Series 65 designation and previously worked at Booz Allen Hamilton for 13 years, where he served as Lead Associate and Project Manager in the Strategic Innovation Group. Silvestri Financial and Tax Advisors provides financial planning, consulting, and tax-related advice to individuals, including high-net-worth clients, and corporate clients. The firm recommends third-party portfolio managers, offers insurance product recommendations, and hosts educational seminars primarily for retirement-age attendees, focusing on tailored financial plans and due diligence through the AssetMark platform.
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