Firm
Crest Wealth Advisors LLC
Annapolis, Maryland
Fee-only
Crest Wealth Advisors LLC at a glance
- One of 195 fee-only firms based in Maryland in the Wellspent graph.
- 2 advisors are listed here; 1 of 2 hold the CFP.
- Its Form ADV reports 2 employees and 69 individual clients, 30 of them high net worth.
- Its average account is about $342,000 (assets it manages divided by its 280 accounts).
Fee-only advisors in Maryland · What fee-only advisors charge in Maryland
Facts
| Based in | Annapolis, Maryland |
|---|---|
| Website | crestwealthadvisors.com |
| [email protected] | |
| Phone | (443) 973-4901 |
Crest Wealth Advisors LLC fees
Crest Wealth Advisors LLC doesn't publish its prices on its website, or we couldn't confirm them word for word. 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 · Fixed fees |
|---|---|
| Assets managed | $96 million |
| Individual clients | 39 |
| High-net-worth clients | 30 |
| Accounts managed | 280 |
| Employees | 2 |
| Planning clients | 51-100 |
| Financial planning | Offered |
| Form ADV filed | February 24, 2026 |
| SEC record | CRD 311760 |