Firm
Crest Financial
Elmira, Oregon
Fee-only
Crest Financial at a glance
- One of 191 fee-only firms based in Oregon in the Wellspent graph.
- 1 advisor is listed here, who holds the CFP.
- Its Form ADV reports 1 employee and 47 individual clients, 15 of them high net worth.
- Its average account is about $298,000 (assets it manages divided by its 151 accounts).
Fee-only advisors in Oregon · What fee-only advisors charge in Oregon
Facts
| Based in | Elmira, Oregon |
|---|---|
| Website | crestfinancialllc.com |
| Phone | (541) 868-0449 |
Crest Financial fees
Crest Financial doesn't publish its prices on its website, or we couldn't confirm them word for word. Its website says it charges by: flat fee, 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 | Hourly · Subscription · Fixed fees |
|---|---|
| Assets managed | $45 million |
| Individual clients | 32 |
| High-net-worth clients | 15 |
| Accounts managed | 151 |
| Employees | 1 |
| Planning clients | 51-100 |
| Financial planning | Offered |
| Form ADV filed | February 10, 2026 |
| SEC record | CRD 332357 |