Micah Reish
Crestone Financial Advisors · Broadway, Virginia
Micah Reish is a fee-only financial advisor at Crestone Financial Advisors in Broadway, Virginia. Micah charges a percentage of assets, a flat fee or retainer and hourly fees (1% a year on the first tier of assets managed) and focuses on retirement planning, tax planning and estate & legacy planning.
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Specialties
Facts
| Firm | Crestone Financial Advisors |
|---|---|
| Based in | Broadway, Virginia |
| Fee model | Percentage of assets · Flat fee or retainer · Hourly |
| Fees (firm's website) | 1% a year on the first tier of assets managed |
| Works virtually | Yes |
| Accepting new clients | Yes |
| Assets under management | $46.5M across 228 accounts |
| SEC registration | Investment adviser representative in CO, VA · CRD 5728992 |
| Exams passed | Series 66 (2010) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | www.crestonefinancialadvisors.com |
How Micah's firm compares
- Crestone Financial Advisors's average account is about $204,000, from its Form ADV (assets managed divided by 228 accounts).
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Questions about Micah
Is Micah Reish a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Micah holds no broker registration, and Crestone Financial Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Micah charge for financial advice?
Micah charges a percentage of assets, a flat fee or retainer and hourly fees.
How much does Micah charge?
According to Crestone Financial Advisors's website, checked October 30, 2026: 1% a year on the first tier of assets managed.
Does Micah work with clients virtually?
Yes. Crestone Financial Advisors says on its website that it works with clients remotely.
Where is Micah Reish based?
Micah Reish is based in Broadway, Virginia.
What does Micah specialize in?
Micah's specialties include retirement planning, tax planning and estate & legacy planning.
Is Micah Reish registered with the SEC?
Yes. Micah Reish is registered as an investment adviser representative in CO and VA (CRD 5728992), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Crestone Financial Advisors manage?
Crestone Financial Advisors reports $46.5M across 228 accounts in assets under management.
How do I contact Micah Reish?
Through Micah's website, www.crestonefinancialadvisors.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
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
- Crestone Financial Advisors website : specialties, clients served, and fees, checked October 30, 2026
- 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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