Alberto Crespo
Crespo Capital · Jacksonville, Florida
Alberto Crespo is a fee-only financial advisor at Crespo Capital in Jacksonville, Florida. Alberto focuses on physicians & residents, founders (pre-exit) and student loans. Crespo Capital reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Specialties
Who they serve
- Physicians
- Founders
- Multi-generational families
- High earners
Facts
| Firm | Crespo Capital |
|---|---|
| Based in | Jacksonville, Florida |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $26.6M across 264 accounts |
| SEC registration | Investment adviser representative in FL, PR, TX · CRD 6713155 |
| Exams passed | Series 65 (2014) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | www.crespocapital.com |
| Profile |
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Questions about Alberto
Is Alberto Crespo a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Alberto holds no broker registration, and Crespo Capital reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Alberto charge for financial advice?
Alberto's firm, Crespo Capital, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Alberto Crespo based?
Alberto Crespo is based in Jacksonville, Florida.
What does Alberto specialize in?
Alberto's specialties include physicians & residents, founders (pre-exit), student loans, family wealth transfer, estate & legacy planning and small business owners. Alberto works with physicians, founders, multi-generational families and high earners.
Is Alberto Crespo registered with the SEC?
Yes. Alberto Crespo is registered as an investment adviser representative in FL, PR and TX (CRD 6713155), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Crespo Capital manage?
Crespo Capital reports $26.6M across 264 accounts in assets under management.
How do I contact Alberto Crespo?
Through Alberto's website, www.crespocapital.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- Crespo Capital website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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