BARON SILVER STEVENS FINANCIAL ADVISORS, LLC
SEC RegisteredProtecting Your Lifestyle
About the firm
Baron, Silver, Stevens Financial Advisors, LLC is a boutique financial planning firm built as an independent, objective alternative to traditional Wall Street firms. The firm operates as a fiduciary, working exclusively for its clients with no proprietary products and transparent fees. It offers comprehensive financial planning, investment management, tax and estate planning, and risk management, all in-house.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Financial planning (via a Six Step Process), investment planning, tax and estate planning, investment management, and risk management, all coordinated in-house. Services include coordination with attorneys, CPAs, and trust officers for advice through implementation.
Who they serve
Individuals seeking personalized financial planning and investment management, described as unique persons who have entrusted the firm with their savings.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 160 | $96M |
| High Net Worth Individuals | 438 | $1.1B |
| Charitable Organizations | 8 | $12M |
| State/Municipal Entities | 4 | — |
4 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
8 advisors in the directory
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| $0 - $1,000,000 | 1.00% |
| $1,000,000 - $2,000,000 | 0.90% |
| $2,000,000 - $3,000,000 | 0.80% |
| $3,000,000 - $4,000,000 | 0.70% |
| $4,000,000 - $5,000,000 | 0.60% |
| $5,000,000 and up | 0.50% |
Data as of March 9, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. BARON SILVER STEVENS FINANCIAL ADVISORS, LLC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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