# Muhammad Uddin

> Muhammad Uddin is a fee-only financial advisor at Crescent Investment Solutions in Plano, Texas. Muhammad charges a percentage of assets (a $10,000 asset minimum) and focuses on retirement planning.

Page: https://find.wellspent.co/advisors/muhammad-uddin/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Crescent Investment Solutions
- **Based in:** Plano, Texas
- **Fee model:** Percentage of assets
- **Fees (firm's website):** a $10,000 asset minimum
- **Assets under management (firm):** $230K across 3 accounts
- **Specialties:** Retirement planning
- **CRD:** 7935047 (https://adviserinfo.sec.gov/individual/summary/7935047)
- **SEC registration:** Investment adviser representative in TX
- **Exams passed:** Series 65 (2024)
- **Firm size:** 1 employee
- **Disclosures:** None reported
- **Website:** https://crescent-is.com

## Frequently asked questions

### Is Muhammad Uddin a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Muhammad holds no broker registration, and Crescent Investment Solutions reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Muhammad charge for financial advice?

Muhammad charges a percentage of assets.

### How much does Muhammad charge?

According to Crescent Investment Solutions's website, checked October 30, 2026: a $10,000 asset minimum.

### Where is Muhammad Uddin based?

Muhammad Uddin is based in Plano, Texas.

### What does Muhammad specialize in?

Muhammad's specialties include retirement planning.

### Is Muhammad Uddin registered with the SEC?

Yes. Muhammad Uddin is registered as an investment adviser representative in TX (CRD 7935047), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Crescent Investment Solutions manage?

Crescent Investment Solutions reports $230K across 3 accounts in assets under management.

### How do I contact Muhammad Uddin?

Through Muhammad's website, crescent-is.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/7935047): 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 and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://crescent-is.com/): specialties, clients served, and fees, checked October 30, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.