Crystal Billing
Sfmg Wealth Advisors · Plano, Texas
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.
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Facts
| Firm | Sfmg Wealth Advisors |
|---|---|
| Based in | Plano, Texas |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $2.96B across 4,323 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in TX · CRD 4560793 |
| Exams passed | Series 66 (2002) |
| Firm size | 39 employees |
| Disclosures | None reported |
| Website | www.sfmg.com |
How Crystal's firm compares
- Sfmg Wealth Advisors's average account is about $684,000, from its Form ADV (assets managed divided by 4,323 accounts).
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Questions about Crystal
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Plano
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
- 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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