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Pricing Overview

As a Fee-Only Fiduciary, Your Needs Remain the Focus

At Crest Wealth Advisors LLC, your fees are always transparent and there will never be any surprises. Being fee-only means I do not receive any sales commissions and have zero incentives to use specific financial products. All recommendations are based  on you and your goals.


Offering Two Unique Payment Options

Tailored to Your Circumstances


Graph

Investment Management

(Financial Planning Included for clients with over $300,000 in AUM)

Percentage fee based on assets under management

Account Value

Annual Advisory Fee

$0 - $1,000,000

0.95%

$1,000,001 - $2,000,000

0.75%

$2,000,001 - $3,000,000

0.60%

$3,000,001 -$4,000,000

0.45%


Who Is This Best For?

People seeking only asset management OR those wanting both asset management and financial planning, who have investable assets over $300,000.



Meeting

Financial Planning

Monthly flat fee

  • Individuals
    • Upfront fee: $1,000
    • Ongoing monthly fee, starting upon plan delivery: $225
  • Couples
    • Upfront fee: $1,500
    • Ongoing monthly fee, starting upon plan delivery: $275

Who Is This Best For?

Individuals and families looking for financial advice, but who may not have a large portfolio (or any portfolio at all) to be managed. This service includes investment management on up to $300,000 in assets.

Wondering If We’re a Good Fit, or Have a Question About Our Fees?

Reach out for a brief conversation — I’m happy to chat.

Schedule Time to Talk