Samuel Issermoyer
Crusonia Wealth Advisors · Denver, Colorado
Samuel Issermoyer is a fee-only financial advisor at Crusonia Wealth Advisors in Denver, Colorado, who holds the CFP and CFA credentials. Crusonia Wealth Advisors reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Crusonia Wealth Advisors |
|---|---|
| Based in | Denver, Colorado |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $1.18B across 1,960 accounts |
| Credentials | CFP · CFA |
| SEC registration | Investment adviser representative in CO · CRD 7531128 |
| Firm size | 20 employees |
| Disclosures | None reported |
| Website | wwwlinkedin.com/company/jonasson-retirement-solutions |
How Samuel's firm compares
- Crusonia Wealth Advisors's average account is about $601,000, from its Form ADV (assets managed divided by 1,960 accounts).
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Questions about Samuel
Is Samuel Issermoyer a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Samuel holds no broker registration, and Crusonia Wealth Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Samuel charge for financial advice?
Samuel's firm, Crusonia Wealth Advisors, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Samuel Issermoyer based?
Samuel Issermoyer is based in Denver, Colorado.
What credentials does Samuel Issermoyer hold?
Samuel Issermoyer holds the CFP and CFA credentials.
Is Samuel Issermoyer registered with the SEC?
Yes. Samuel Issermoyer is registered as an investment adviser representative in CO (CRD 7531128), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Crusonia Wealth Advisors manage?
Crusonia Wealth Advisors reports $1.18B across 1,960 accounts in assets under management.
How do I contact Samuel Issermoyer?
Through Samuel's website, wwwlinkedin.com/company/jonasson-retirement-solutions.
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
- 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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