Fee-only adviser · Westbrook, ME
Silver Accounting Service Inc. Dba Silver Financial Service
Silver Accounting Service Inc. Dba Silver Financial Service is a fee-only investment adviser registered with the securities regulator of Maine, with a mailing address in Westbrook, Maine (its office is a private residence, so the street address is not published). On its latest Form ADV, filed March 10, 2026, it reports $14M in regulatory assets under management, 54 individual clients and 1 employee who gives investment advice. It reports no commission compensation, is not registered as a broker-dealer and does not act as an insurance agent.
Key facts from Form ADV
| Registration | State-registered: Maine |
|---|---|
| Firm CRD number | 330484 |
| Office | Westbrook, ME (mailing address; office not published) |
| Phone | (207) 899-9626 |
| Website | www.silveraccountingmaine.com |
| Regulatory assets under management | $14M |
| Individual clients | 47 non-high-net-worth, 7 high-net-worth |
| Financial planning clients | 51-100 |
| How it charges | Percentage of assets, Hourly, Fixed fee |
| Services | Financial planning, Portfolio management, Educational seminars |
| Employees | 3 |
| Disciplinary disclosures | None reported |
| Latest Form ADV filing | March 10, 2026 |
Source: the firm’s Form ADV Part 1A as published by the SEC’s Investment Adviser Public Disclosure database, data as of November 6, 2026. Figures are self-reported by the firm.
What this means for you
- It offers hourly or fixed-fee arrangements, so you may be able to pay for a plan without handing over your investments.
- It also charges a percentage of assets managed for ongoing investment management.
- Most of its individual clients are not high-net-worth, so it is likely to work with people who are still building assets.
- It provides financial planning services, not only portfolio management.
- It reports no disciplinary history on Form ADV.
Before you hire any adviser
Read the firm’s Form ADV Part 2 brochure on its SEC record: it sets out fees, minimums, conflicts of interest and who will manage your money. Ask whether the firm acts as a fiduciary for all of your accounts, how it is paid in total, and who holds your assets. Our guide to choosing a financial adviser lists the questions to ask.
Other fee-only advisers in Westbrook
Nearby
- Falmouth 3 firms
- Portland 14 firms
- South Portland 2 firms
- Yarmouth 2 firms
- Old Orchard Beach 1 firm
- Freeport 1 firm
- New Gloucester 1 firm
- Brunswick 1 firm
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