# Crystal Billing

> Crystal Billing is a fee-only financial advisor at Sfmg Wealth Advisors in Plano, Texas, who holds the CFP credential. Sfmg Wealth Advisors reports charging a percentage of assets and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/crystal-billing/
Built from SEC adviser records; last checked October 30, 2026.

## Facts

- **Firm:** Sfmg Wealth Advisors
- **Based in:** Plano, Texas
- **Fee model (firm's Form ADV):** Percentage of assets; Fixed fees
- **Assets under management (firm):** $2.96B across 4,323 accounts
- **Credentials:** CFP
- **CRD:** 4560793 (https://adviserinfo.sec.gov/individual/summary/4560793)
- **SEC registration:** Investment adviser representative in TX
- **Exams passed:** Series 66 (2002)
- **Firm size:** 39 employees
- **Disclosures:** None reported
- **Website:** http://www.sfmg.com

## Frequently asked questions

### Is Crystal Billing a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Crystal holds no broker registration, and Sfmg Wealth Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Crystal charge for financial advice?

Crystal's firm, Sfmg Wealth Advisors, reports charging a percentage of assets and fixed fees on its SEC Form ADV.

### Where is Crystal Billing based?

Crystal Billing is based in Plano, Texas.

### What credentials does Crystal Billing hold?

Crystal Billing holds the CFP credential.

### Is Crystal Billing registered with the SEC?

Yes. Crystal Billing is registered as an investment adviser representative in TX (CRD 4560793), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Sfmg Wealth Advisors manage?

Sfmg Wealth Advisors reports $2.96B across 4,323 accounts in assets under management.

### How do I contact Crystal Billing?

Through Crystal's website, www.sfmg.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/4560793): 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
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026

---

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