Lisa Crivella
Ivy League Financial Advisors LLC · Rockville, Maryland
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.
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Specialties
Who they serve
- Retirees
- Pre-retirees
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 | $188.7M across 345 accounts |
| Credentials | CFP · AIF · BA · BS · MBA |
| SEC registration | Investment adviser representative in MD · CRD 7833345 |
| Firm size | 4 employees |
| Disclosures | None reported |
| Website | ivyfa.com |
How Lisa's firm compares
- Ivy League Financial Advisors LLC's average account is about $547,000, from its Form ADV (assets managed divided by 345 accounts).
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Questions about Lisa
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Rockville
Other advisors in Maryland who focus on retirement planning
Where this information comes from
- NAPFA directory listing : NAPFA admits only fee-only advisors
- Ivy League Financial 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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