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, Inc. provides financial planning, financial consulting, tax‑aware planning, and advisory referrals to individuals (including high‑net‑worth clients) and corporations. The firm also arranges for portfolio management through third‑party advisers and a sub‑advisor platform (AssetMark) and receives a share of advisory fees for clients placed on those platforms.
Rather than managing individual client portfolios in‑house, Silvestri generally directs clients to outside money managers after conducting due diligence and uses model allocations and tailored recommendations to align investments with clients’ goals and risk tolerances. The firm documents client‑imposed restrictions, conducts at least annual reviews, and discloses that fee‑sharing with third‑party advisers can create conflicts of interest which it manages in client files.
Distinctive features include periodic, no‑charge seminars and webinars aimed at retirement‑age attendees and principals who are licensed insurance agents who may offer commissionable insurance products, disclosures the brochure treats as potential conflicts. The firm recently added formal financial planning services as a material change, operates with a small adviser team and roughly $46.5 million in discretionary AUM, and does not execute client securities trading or take custody of client assets directly.
Client services
Expertise
Demographic focus
Fee options
Financial Planning flat fee standard $2,500, negotiable depending on scope and complexity
All Assets+: Up to 2.25% total fee (SFATAI up to 1.20%, AssetMark up to 1.05%)
Licensed insurance agents receive commissions for insurance products; commissions not primary compensation and advisory fees are not offset
Financial Consulting hourly fees $100-$500, negotiable, max $500/hour
Fee-only: Financial Consulting at $100 to $500 per hour (negotiable, max $500/hour); Financial Planning standard fee $2,500 (negotiable), max $500/hour for actual services
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 at Silvestri Financial and Tax Advisors, Inc. with 12 years of industry experience. He holds a Series 66 designation and has previously worked at Sageguard Investment Advisory Services and Chesapeake Capital Management. In addition to his advisory role, he manages tax preparation services for individual federal and state tax returns annually. Silvestri Financial and Tax Advisors, Inc. provides financial planning, consulting, and tax-aware planning to individuals and corporations, including high-net-worth clients. The firm directs clients to third-party portfolio managers after due diligence and employs model allocations and tailored recommendations to align investments with client goals and risk tolerances.
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 credential and has a background that includes 13 years at Booz Allen Hamilton, where he served as a Lead Associate and Project Manager in the Strategic Innovation Group. Silvestri Financial and Tax Advisors, Inc. provides financial planning, consulting, and tax-aware planning services to individuals, including high-net-worth clients, and corporations. The firm primarily directs clients to third-party money managers after due diligence, using model allocations and tailored recommendations to align investments with client goals and risk tolerances.
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