Jason Dall'Acqua
Crest Wealth Advisors LLC · Annapolis, Maryland
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.
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Specialties
Who they serve
- High earners
- Pre-retirees
- Retirees
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 |
| Assets under management | $95.8M across 280 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in MD · CRD 5658911 |
| Exams passed | Series 65 (2013) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | crestwealthadvisors.com |
| Profile |
How Jason's firm compares
- Crest Wealth Advisors LLC's average account is about $342,000, from its Form ADV (assets managed divided by 280 accounts).
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Questions about Jason
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Annapolis
Other advisors in Maryland who focus on retirement planning
Where this information comes from
- XY Planning Network directory listing : XYPN members are fee-only
- Crest Wealth Advisors LLC 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 21, 2026.
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