Advisor at Crest Financial, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Location
Elmira, OR 97437
Credentials
CFP®, ChFC®, Series 63, Series 65
Industry experience
32 years
Douglas Richards is a CFP® and ChFC® with 32 years of industry experience. He has worked at Securities America/Osaic for 15 years before joining Crest Financial, LLC in 2024. Richards is based in Elmira, OR, and holds Series 63 and Series 65 licenses. Crest Financial is a small independent advisory firm serving individuals, including high-net-worth clients, as well as corporate entities and pension or profit-sharing plans. The firm focuses on long-term, passive portfolio management using ETFs and low-cost index funds, comprehensive financial planning, and a formal pension consulting practice.
Based on Crest Financial, LLC
Based on Crest Financial, LLC
Fixed fees for financial planning, portfolio management, and pension consulting as described above.
Personal financial planning: $375 per hour; Business financial planning: $525 per hour; Pension consulting: $375 to $525 per hour; hourly fees billed in increments as specified.
Subscription fees of $25 per month or $250 per year for access to financial planning software and newsletters.
Fee-only: Financial planning fixed fees between $1,800 and $18,000; Portfolio management fixed fees between $1,800 and $18,000; Pension consulting fixed fees between $3,500 and $50,000 annually; Subscription fee $25/month or $250/year; Hourly fees between $300 and $525 depending on service type.
23847 Sky Lane
Elmira, OR 97437
Oregon
Crest Financial, LLC
2024 - Present (2 years)
Securities America/Osaic
2009 - 2024 (15 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
CFP®, Series 65
Eugene, OR
SAX Wealth Advisors, LLC
Miriam Whiteley is a CFP® and Series 65-licensed financial advisor with nine years of industry experience. She has worked at Lifecraft Financial Planning, LLC since 2021 and previously at Roehl & Yi Investment Advisors, LLC from 2016 to 2020. Lifecraft Financial Planning serves individuals, couples, families, and certain trusts or estates, focusing on clients undergoing major life transitions such as divorce, inheritance, retirement, or aging-related changes. The firm provides fee-only holistic financial planning and investment management with an emphasis on disciplined asset allocation, tax-aware strategies, and non-discretionary account management tailored to each client’s goals and risk tolerance.
Series 66
Eugene, OR
Edward Jones
Series 63, Series 65
Eugene, OR
LPL Financial
Gregory Hansen is a financial advisor with LPL Financial in Eugene, OR, holding Series 63 and Series 65 credentials and 17 years of industry experience. He has been with LPL Financial since 2009 and also operates Hansen Financial Services, a business he founded in 1997. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, charities, and high-net-worth households. The firm offers a broad range of investment solutions supported by an in-house research team and a large network of investment adviser representatives.
Series 63, Series 66
Junction City, OR
Fidelity
Luke Bailey is an Investment Management Consultant II at Fidelity Investments. He is dedicated to helping individuals and families preserve and grow their wealth, leveraging his knowledge of Fidelity's unique product offerings to provide tailored financial planning. Luke has held several roles within Fidelity Investments since 2021, including Investment Solutions III Representative, Investment Solutions II Representative, High Net Worth Representative, and Customer Relationship Advocate. His progressive experience within the firm has contributed to his expertise in investment solutions and client relationship management. He holds an Arkansas Insurance License, supporting his ability to advise clients on relevant insurance matters.
ChFC®, Series 66
Eugene, OR
Edward Jones
Series 66
Junction City, OR
Edward Jones
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