Silvis Financial
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Silvis Financial provides investment management, wealth management, and financial planning primarily for individual and high‑net‑worth clients, and also offers retirement plan consulting to employer plan sponsors. The firm supplements advisory work with educational seminars and may recommend third‑party professionals for specialized matters.
Operating as a fee‑only fiduciary, Silvis typically manages client accounts on a discretionary basis and applies a blend of passive and active strategies informed by Modern Portfolio Theory, fundamental, technical, cyclical, and quantitative analysis. The firm routinely uses model portfolios and tax‑management tools through Altruist’s Model Marketplace and Schwab’s Model Market Center, and may employ outside managers and ESG/screening approaches to implement customized allocations.
Noteworthy differences from many peers include the explicit integration of fee‑based annuities into its long‑term planning process on a fee‑only basis and the firm’s use of third‑party model‑marketplace platforms and tax tools despite a small advisory team. The firm’s principal holds CFP® certification plus specialized credentials in exit planning and faith‑based advising, and the brochure discloses custodial practices such as standing letters of authorization and direct custodial fee deduction.
Client services
Expertise
Occupation focus
Fee options
Wealth Management flat fee of $15,000 for accounts $1,500,000 and up; Financial Planning ongoing fixed fees $3,000 to $15,000 quarterly; initial fee up to $5,000; Educational seminars $0 to $15,000 per seminar or $0 to $300 per participant
$500,000 - $1,499,999: 1.00% $1,500,000+: $15,000 (flat fee)
$350 per hour for project-based financial planning
Ongoing Financial Planning recurring fixed fees paid quarterly in advance, ranging from $3,000 to $15,000
Account minimum: $500,000 Fee-only: Fee-only firm; compensated solely by clients for advisory services, no commissions
Main office
3540 Toringdon Way, Ste 200
Charlotte NC 28277
Advisors at this office
1
Most active in
Louisiana · North Carolina · Texas · Virginia
Also doing business as
Lifepoint Financial Group · Lifepoint Financial Group, LLC · Silvis Financial · Silvis Financial, LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)