Stefanie Crowe
Equita Financial Network · Fort Washington, Pennsylvania
Stefanie Crowe is a fee-only financial advisor at Equita Financial Network in Fort Washington, Pennsylvania, who holds the CFP credential. Equita Financial Network reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Equita Financial Network |
|---|---|
| Based in | Fort Washington, Pennsylvania |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $391.0M across 1,321 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in TN · CRD 2305425 |
| Exams passed | Series 63 (1993) · Series 65 (2017) · Series 66 (2003) |
| Firm size | 19 employees |
| Disclosures | None reported |
| Website | www.equitafn.com |
How Stefanie's firm compares
- Equita Financial Network's average account is about $296,000, from its Form ADV (assets managed divided by 1,321 accounts).
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Questions about Stefanie
Is Stefanie Crowe a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Stefanie holds no broker registration, and Equita Financial Network reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Stefanie charge for financial advice?
Stefanie's firm, Equita Financial Network, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Stefanie Crowe based?
Stefanie Crowe is based in Fort Washington, Pennsylvania.
What credentials does Stefanie Crowe hold?
Stefanie Crowe holds the CFP credential.
Is Stefanie Crowe registered with the SEC?
Yes. Stefanie Crowe is registered as an investment adviser representative in TN (CRD 2305425), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Equita Financial Network manage?
Equita Financial Network reports $391.0M across 1,321 accounts in assets under management.
How do I contact Stefanie Crowe?
Through Stefanie's website, www.equitafn.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
- 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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