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Transparent Pricing

A Fee-Only Fiduciary Focused on Your Needs

At Crest Wealth Advisors LLC, your fee is clear and easy to understand. As a fee-only advisor, I am only paid by you, the client. No commissions, no incentives, no kickbacks for referrals to other professionals. All recommendations are based on what is in your best interest.


A Fee Structure Tailored to Your Circumstances


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Wealth Management

Designed for clients with over $300,000 in assets under management - Financial planning services included


Fee Schedule Based on Assets Under Management

Annual Advisory Fee

Assets Under Management

0.95% on assets from

$0 - $1,000,000

0.75% on the next

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

0.60% on the next

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

0.45% on the next

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





Meeting

Wealth Enhancement

Designed for clients with planning and investment needs with less than $300,000 in assets under management.


Fee Schedule
  • 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
*Management on up to $300,000 included at no additional cost

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