# Lisa Crivella

> Lisa Crivella is a fee-only financial advisor at Ivy League Financial Advisors LLC in Rockville, Maryland, who holds the CFP, AIF and BA credentials. Lisa focuses on retirement planning, estate & legacy planning and small business owners. Ivy League Financial Advisors LLC reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

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

## Facts

- **Firm:** Ivy League Financial Advisors LLC
- **Based in:** Rockville, Maryland
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Assets under management (firm):** $188.7M across 345 accounts
- **Credentials:** CFP, AIF, BA, BS, MBA
- **Specialties:** Retirement planning, Estate & legacy planning, Small business owners
- **Works with:** Retirees, Pre-retirees
- **CRD:** 7833345 (https://adviserinfo.sec.gov/individual/summary/7833345)
- **SEC registration:** Investment adviser representative in MD
- **Firm size:** 4 employees
- **Disclosures:** None reported
- **Website:** https://ivyfa.com

## Frequently asked questions

### Is Lisa Crivella a fee-only financial advisor?

Yes. Lisa Crivella is listed in the NAPFA directory (NAPFA admits only fee-only advisors). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Lisa's firm.

### How does Lisa charge for financial advice?

Lisa's firm, Ivy League Financial Advisors LLC, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

### Where is Lisa Crivella based?

Lisa Crivella is based in Rockville, Maryland.

### What does Lisa specialize in?

Lisa's specialties include retirement planning, estate & legacy planning and small business owners. Lisa works with retirees and pre-retirees.

### What credentials does Lisa Crivella hold?

Lisa Crivella holds the CFP, AIF, BA, BS and MBA credentials.

### Is Lisa Crivella registered with the SEC?

Yes. Lisa Crivella is registered as an investment adviser representative in MD (CRD 7833345), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.

### How much does Ivy League Financial Advisors LLC manage?

Ivy League Financial Advisors LLC reports $188.7M across 345 accounts in assets under management.

### How do I contact Lisa Crivella?

Through Lisa's website, ivyfa.com.

## Sources

- NAPFA directory listing (https://www.napfa.org/find-an-advisor/firm/437): NAPFA admits only fee-only advisors
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 27, 2026
- The firm's website (https://www.ivyfa.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.