Firm
Crescent Sterling
Metairie, Louisiana
Fee-only
Crescent Sterling at a glance
- One of 63 fee-only firms based in Louisiana in the Wellspent graph.
- 4 advisors are listed here; 2 of 4 hold the CFP.
- Its Form ADV reports 7 employees and 191 individual clients, 54 of them high net worth.
- Its average account is about $462,000 (assets it manages divided by its 455 accounts).
Facts
| Based in | Metairie, Louisiana |
|---|---|
| Website | crescentsterling.com |
| Phone | (504) 885-1135 |
Crescent Sterling fees
Crescent Sterling doesn't publish its prices on its website, or we couldn't confirm them word for word. Its website says it charges by: hourly. Ask for its Form ADV Part 2A, which must describe its fees.
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 · Hourly · Fixed fees |
|---|---|
| Assets managed | $210 million |
| Individual clients | 137 |
| High-net-worth clients | 54 |
| Accounts managed | 455 |
| Employees | 7 |
| Planning clients | 26-50 |
| Registered with | The SEC (801-41821) |
| Financial planning | Offered |
| Form ADV filed | March 30, 2026 |
| SEC record | CRD 106633 |