Firm
Crestone Financial Advisors
Broadway, Virginia
Fee-only
Crestone Financial Advisors at a glance
- One of 305 fee-only firms based in Virginia in the Wellspent graph.
- 1 advisor is listed here.
- Its Form ADV reports 1 employee and 45 individual clients, 12 of them high net worth.
- Its average account is about $204,000 (assets it manages divided by its 228 accounts).
- Its website says it's taking new clients.
- It works with clients virtually as well as in person.
Fee-only advisors in Virginia · What fee-only advisors charge in Virginia
Facts
| Based in | Broadway, Virginia |
|---|---|
| Website | crestonefinancialadvisors.com |
| Phone | (540) 324-6068 |
Crestone Financial Advisors 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.
| Asset-based fee | 1% a year on the first tier of assets |
|---|---|
| How it charges | Percentage of assets · Flat fee · Hourly |
In the firm's words
"an estimate is 0.25% per quarter for the first 1 million and 0.125% per quarter for amounts above 1 million" source
"Most of our clients prefer an Assets Under Management arrangement, but flat fee and hourly contracts are available." source
"Most of our clients prefer an Assets Under Management arrangement, but flat fee and hourly contracts are available." source
"Most of our clients prefer an Assets Under Management arrangement, but flat fee and hourly contracts are available." 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 · Hourly · Fixed fees |
|---|---|
| Assets managed | $46 million |
| Individual clients | 33 |
| High-net-worth clients | 12 |
| Accounts managed | 228 |
| Employees | 1 |
| Planning clients | 26-50 |
| Financial planning | Offered |
| Form ADV filed | August 20, 2026 |
| SEC record | CRD 163340 |