RIA Intel›Advisers›Michigan›SILVER STRAND FINANCIAL PLANNING LLC

SILVER STRAND FINANCIAL PLANNING LLC

Advisory

MI

Data as of Mar 30, 2026 · Source: SEC Form ADV

Average account

$117K

across 81 accounts

AUM per adviser

$9M

1 advisers

Source: SEC Form ADV. Figures as filed Mar 30, 2026.

Total AUM

$9M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$9M

Discretionary AUM$9M

Non-Discretionary AUM$259K

Discretionary %97.3%

Total Clients33

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InMI, TX

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

See plansIncluded with the Intelligence plan

Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

See plansIncluded with the Intelligence plan

Owners & Officers

Names, titles, ownership bands and control-person status for each.

See plansIncluded with the Intelligence plan

Client Demographics

33 clients

11 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

See plansIncluded with the Intelligence plan

Advisers of similar size in MI

Closest by assets under management. All figures from Form ADV.

MORTER INVESTMENT MANAGEMENT LLC

$9M

FAITHFUL STEWARD WEALTH MANAGEMENT, INC.

$10M

RICH MICHAELS INVESTMENTS, LLC

$9M

MAXWELL ADVISORY SERVICES INC

$9M

EPI FINANCIAL GROUP LLC

$9M

SULLIVAN FINANCIAL, LLC

$10M

Get the full picture on SILVER STRAND FINANCIAL PLANNING LLC

A free account gives you full profiles across 57,000+ ADV filers, state-level reports, and a watchlist to track SILVER STRAND FINANCIAL PLANNING LLC and its peers. Owners, succession scoring and peer benchmarking are on the Intelligence plan.

Create a free account →See plans