SILVERSTONE FINANCIAL LLC
CRD 316845
Independent or team-based registered investment adviser — LLC, partnership, or sole proprietorship.
United States
Registration
— (—)
Source
State registered
Total AUM
$28.3M
Discretionary AUM
$28.3M
Team
2 total employees; 2 advisory reps; 18 broker-dealer reps
Clients
26-50
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-06
Disciplinary history
No
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- SEC IAPD →
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- FINRA BrokerCheck →
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Services
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 17 | $2.3M |
| High net worth individuals | 11 | $26.0M |
All web addresses on file
- https://www.linkedin.com/in/jeremy-eppley/
- https://www.linkedin.com/company/79878730/
- https://www.youtube.com/channel/UCrCT3AGuBlUhpwfqOAIiUjg
- https://www.silverstonefiduciary.com/
- https://www.yourbestpathfp.com/
- https://www.linkedin.com/in/gordonachtermann/
- https://www.facebook.com/YourBestPathFP, https://www.youtube.com/channel/UCD8p0ZucPGrqcng_ljtDNQA
- https://www.feeonlynetwork.com/financial-advisor/gordon-achtermann/
- https://www.linkedin.com/company/your-best-path-financial-planning/
- https://www.feeonlynetwork.com/financial-advisor/jeremy-eppley/
Official SEC filing: View on IAPD