# Brendan Crews

> Brendan Crews is a fee-only financial advisor at Daviman Financial in Fishers, Indiana, who holds the CFP credential. Brendan charges a percentage of assets, a flat fee or retainer, a one-time planning fee and hourly fees and focuses on small business owners, retirement planning and pension planning.

Page: https://find.wellspent.co/advisors/brendan-crews/
Built from public directory listings; last checked April 25, 2026.

## Facts

- **Firm:** Daviman Financial
- **Based in:** Fishers, Indiana
- **Fee model:** Percentage of assets; Flat fee or retainer; One-time planning fee; Hourly
- **Assets under management (firm):** $100M - $500M
- **Credentials:** CFP
- **Specialties:** Small business owners, Retirement planning, Pension planning
- **Works with:** Founders, HENRY (High Earners, Not Rich Yet), Pre-retirees, Early-career professionals
- **CRD:** 5960522 (https://adviserinfo.sec.gov/individual/summary/5960522)
- **SEC registration:** Investment adviser representative in IN
- **Exams passed:** Series 63 (2011), Series 66 (2016)
- **Firm size:** 6 employees
- **Disclosures:** None reported
- **Website:** https://davimanfinancial.com/

## About

At Daviman Financial, we empower small business owners to optimize their personal finances through tailored financial planning and research-driven investment management. Our approach prioritizes education and transparency, guiding clients to identify and resolve concerns across all facets of their financial lives. This includes comprehensive support in investment management, retirement, education, estate, tax planning, and risk management. By collaborating with clients to clarify and prioritize their objectives, we craft unique, coordinated strategies that lead to improved financial outcomes and greater peace of mind.

## Frequently asked questions

### Is Brendan Crews a fee-only financial advisor?

Yes. Brendan Crews is listed in the public advisor directory (listed as fee-only). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Brendan's firm.

### How does Brendan charge for financial advice?

Brendan charges a percentage of assets, a flat fee or retainer, a one-time planning fee and hourly fees.

### Where is Brendan Crews based?

Brendan Crews is based in Fishers, Indiana.

### What does Brendan specialize in?

Brendan's specialties include small business owners, retirement planning and pension planning. Brendan works with founders, HENRY (High Earners, Not Rich Yet), pre-retirees and early-career professionals.

### What credentials does Brendan Crews hold?

Brendan Crews holds the CFP credential.

### Is Brendan Crews registered with the SEC?

Yes. Brendan Crews is registered as an investment adviser representative in IN (CRD 5960522), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.

### How much does Daviman Financial manage?

Daviman Financial reports $100M - $500M in assets under management.

### How do I contact Brendan Crews?

Through Brendan's website, davimanfinancial.com.

## Sources

- Public advisor directory: listed as fee-only
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 27, 2026
- The firm's website (https://davimanfinancial.com/): specialties, clients served, and fees, checked October 28, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.