Firm
Crescent Investment Solutions
Plano, Texas
Fee-only
Crescent Investment Solutions at a glance
- One of 690 fee-only firms based in Texas in the Wellspent graph.
- 1 advisor is listed here.
- Its Form ADV reports 1 employee and 3 individual clients.
- Its average account is about $77,000 (assets it manages divided by its 3 accounts).
Fee-only advisors in Texas · What fee-only advisors charge in Texas
Facts
| Based in | Plano, Texas |
|---|---|
| Website | crescent-is.com |
| [email protected] | |
| Phone | (469) 666-7106 |
Crescent Investment Solutions fees
What the firm's own website says it charges, checked October 30, 2026. We keep a price only when the exact words stating it appear on the page.
| Account minimum | $10,000 |
|---|---|
| How it charges | Percentage of assets |
In the firm's words
"Is there an account minimum? $10,000" source
"Our fees are based on assets under management (AUM) with full transparency" source
For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.
What its SEC filing says
| Paid by | Percentage of assets · Fixed fees |
|---|---|
| Assets managed | $0 million |
| Individual clients | 3 |
| Accounts managed | 3 |
| Employees | 1 |
| Planning clients | 0 |
| Financial planning | Offered |
| Form ADV filed | May 18, 2026 |
| SEC record | CRD 331945 |