Steven Silver
Steven Silver is a CFP-designated registered investment advisor at Clear Creek Financial Management, LLC, based in Silverdale, WA, with 39 years of industry experience. Steven operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Investment Management, and 2 more. Their firm serves 3,783 clients with $1.5B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
The maximum annual fee charged for asset management services will not exceed 1.50%. Fees are negotiable.
Fee Estimator
Location
9361 Bayshore Drive Nw, Silverdale, WA, 98383
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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
Clear Creek Financial Management, LLC
Previous Registrations
Willamette Financial Advisors, LLC
Centaurus Financial, INC.Broker
Centaurus Financial, INC.
Sagepoint Financial, INC.
Sagepoint Financial, INC.Broker
Ing Financial Partners, INC
Ing Financial Partners, INC.Broker
Waddell & Reed, INC.
Waddell & Reed, INC.Broker
Advantage Investment Management, LLC
National Planning Corporation ("npc of America" in Fl & Ny)
Wealth Strategies Advisory Group, INC.
National Planning CorporationBroker
Walnut Street Securities, INC.Broker
Securities Service Network, INC.Broker
Fsc Securities CorporationBroker
Jmc Investment Services, INC.Broker
First Tennessee Brokerage, INC.Broker
Invest Financial CorporationBroker
Princor Financial Services CorporationBroker
Equico Securities, INC.Broker
The Equitable Life Assurance Society of the United StatesBroker
State Registrations1 state
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.