# Jason Dall'Acqua

> Jason Dall'Acqua is a fee-only financial advisor at Crest Wealth Advisors LLC in Annapolis, Maryland, who holds the CFP credential. Jason focuses on retirement planning, tax planning and equity compensation. Crest Wealth Advisors LLC reports charging a percentage of assets and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/jason-dallacqua/
Built from public directory listings; last checked April 21, 2026.

## Facts

- **Firm:** Crest Wealth Advisors LLC
- **Based in:** Annapolis, Maryland
- **Fee model (firm's Form ADV):** Percentage of assets; Fixed fees
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $95.8M across 280 accounts
- **Credentials:** CFP
- **Specialties:** Retirement planning, Tax planning, Equity compensation
- **Works with:** High earners, Pre-retirees, Retirees
- **CRD:** 5658911 (https://adviserinfo.sec.gov/individual/summary/5658911)
- **SEC registration:** Investment adviser representative in MD
- **Exams passed:** Series 65 (2013)
- **Firm size:** 2 employees
- **Disclosures:** None reported
- **Website:** http://crestwealthadvisors.com

## Frequently asked questions

### Is Jason Dall'Acqua a fee-only financial advisor?

Yes. Jason Dall'Acqua is listed in the XY Planning Network directory (XYPN members are fee-only). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Jason's firm.

### How does Jason charge for financial advice?

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

### Where is Jason Dall'Acqua based?

Jason Dall'Acqua is based in Annapolis, Maryland.

### What does Jason specialize in?

Jason's specialties include retirement planning, tax planning and equity compensation. Jason works with high earners, pre-retirees and retirees.

### What credentials does Jason Dall'Acqua hold?

Jason Dall'Acqua holds the CFP credential.

### Is Jason Dall'Acqua registered with the SEC?

Yes. Jason Dall'Acqua is registered as an investment adviser representative in MD (CRD 5658911), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.

### How much does Crest Wealth Advisors LLC manage?

Crest Wealth Advisors LLC reports $95.8M across 280 accounts in assets under management.

### How do I contact Jason Dall'Acqua?

Through Jason's website, crestwealthadvisors.com.

## Sources

- XY Planning Network directory listing (https://www.xyplanningnetwork.com/find-an-advisor/jason-dall'acqua-10577): XYPN members are 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://crestwealthadvisors.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.