Lindsey Lloyd
Crest Wealth Advisors · Annapolis, Maryland
Lindsey Lloyd is a fee-only financial advisor at Crest Wealth Advisors in Annapolis, Maryland. Crest Wealth Advisors reports charging a percentage of assets and fixed fees on its Form ADV.
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Facts
| Firm | Crest Wealth Advisors |
|---|---|
| Based in | Annapolis, Maryland |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $95.8M across 280 accounts |
| SEC registration | Investment adviser representative in MD · CRD 7445018 |
| Exams passed | Series 66 (2025) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | www.crestwealthadvisors.com |
How Lindsey's firm compares
- Crest Wealth Advisors's average account is about $342,000, from its Form ADV (assets managed divided by 280 accounts).
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Questions about Lindsey
Is Lindsey Lloyd a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Lindsey holds no broker registration, and Crest Wealth Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Lindsey charge for financial advice?
Lindsey's firm, Crest Wealth Advisors, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Lindsey Lloyd based?
Lindsey Lloyd is based in Annapolis, Maryland.
Is Lindsey Lloyd registered with the SEC?
Yes. Lindsey Lloyd is registered as an investment adviser representative in MD (CRD 7445018), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Crest Wealth Advisors manage?
Crest Wealth Advisors reports $95.8M across 280 accounts in assets under management.
How do I contact Lindsey Lloyd?
Through Lindsey's website, www.crestwealthadvisors.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Annapolis
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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