Gordon Achtermann is a CFP-designated registered investment advisor at Silverstone Financial LLC, based in Annandale, VA, with 7 years of industry experience. Gordon operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 2 more. Their firm serves 28 clients with $28M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Silverstone Financial offers investment management services under two pricing options:
À La Carte Pricing:
- For accounts up to $1,000,000, the annual fee is up to 1.50% of the portfolio value. There is a $100,000 minimum account value requirement for this fee model, but it is waived when bundled with ongoing financial planning.
Comprehensive Wealth Management Pricing:
- This bundled fee model includes investment management, financial planning, and third-party tax return preparation services for a single annual asset-based fee not to exceed 1.50%. There is a $1,000,000 minimum account value requirement for this fee model.
- On the first $2,000,000: 1.00% - 1.50%
- On assets over $2,000,001: 0.50% - 0.75%
Contact
Gordon Achtermann
Location
Annandale, VA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Silverstone Financial LLC
Previous Registrations
Your Best Path, LLC
Garrett Investment Advisors, LLC
Your Best Path Financial Planning
State Registrations3 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
Additional Information
Our goal at Your Best Path Financial Planning is to provide high-quality, accessible financial planning to individuals and families who understand that money is an expression of values, both in how you spend it and how you invest. We offer expert advice without requiring minimum asset or net-worth levels. The passion, life experience, and knowledge I bring to the table will serve you well as we figure out how to get you onyourdistinctbest pathto financial security and independence.