Brendan Crews
Daviman Financial provides customized financial planning and research-based investment management services to small business owners looking to increase the efficiency of their personal finances.
Daviman Financial · Fishers, Indiana
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.
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Specialties
Who they serve
- Founders
- HENRY (High Earners, Not Rich Yet)
- Pre-retirees
- Early-career professionals
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.
Services
- 401(k) & IRA Management
- Asset Allocation
- College/Education Planning
- Education Planning
- Cash Flow Planning
- Estate Planning
- Exit Planning
- Financial Planning
- Investment Management
- Portfolio Rebalancing
- Retirement Planning
- Social Security Planning
- Tax Strategy
- Risk Management
- Portfolio Management
- Pension Planning
- Life Transition Planning
- Insurance/Risk Management
- Financial Advice & Coaching
- Insurance Planning
- Business Succession Planning
- Wealth Management
- Liquidity & Exit Planning
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 | $100M - $500M |
| Firm founded | 2016 |
| Firm size | 2 - 5 employees |
| Credentials | CFP |
| Investment approach | Blend of both |
| SEC registration | Investment adviser representative in IN · CRD 5960522 |
| Exams passed | Series 63 (2011) · Series 66 (2016) |
| Firm size | 6 employees |
| Disclosures | None reported |
| Website | davimanfinancial.com |
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Questions about Brendan
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- Public advisor directory : listed as fee-only
- Daviman Financial website : specialties, clients served, and fees, checked October 28, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 25, 2026.
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