Muhammad Uddin
Crescent Investment Solutions · Plano, Texas
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.
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Specialties
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 | $230K across 3 accounts |
| SEC registration | Investment adviser representative in TX · CRD 7935047 |
| Exams passed | Series 65 (2024) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | crescent-is.com |
How Muhammad's firm compares
- Crescent Investment Solutions's average account is about $77,000, from its Form ADV (assets managed divided by 3 accounts).
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Questions about Muhammad
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Plano
Other advisors in Texas who focus on retirement planning
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
- Crescent Investment Solutions 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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