Advisor at Saltmarsh Financial Advisors, 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.
Firm
Saltmarsh Financial Advisors, LLC
Location
Pensacola, FL 32501-3305
Credentials
CFP®, Series 63, Series 66
Industry experience
8 years
Jeffrey Crouse is a CFP® professional with eight years of industry experience, currently serving as an advisor at Capital Markets IQ, LLC. His prior roles include positions at Fidelity Brokerage Services LLC and Equipment Depot. Capital Markets IQ provides investment advisory and related services to individuals, small businesses, plan sponsors, and multinational clients. The firm employs a combination of fundamental and technical analysis alongside proprietary strategies, offering wealth and portfolio management, financial planning, and support for alternative investments.
Comprehensive financial planning fees typically start at $5,000 fixed fee, disclosed upfront in agreement
$500,000 - $750,000: 1.50% $750,001 - $1,000,000: 1.25% $1,000,001 - $1,500,000: 1.10% $1,500,001 - $2,000,000: 1.00% $2,000,001+: 0.95%
Up to $450 per hour for financial planning and consultations; clerical fees not to exceed $250 per hour
Account minimum: $500,000 Fee-only: Financial planning fees based on hourly rate not to exceed $450 per hour; comprehensive financial plans typically start at $5,000 fixed fee; hourly consultations up to $450 per hour
900 N 12 Th Avenue
Pensacola, FL 32501-3305
Florida
Saltmarsh Financial Advisors, LLC
2026 - Present (1 year)
Capital Markets IQ
2025 - 2026 (1 year)
Fidelity Investments
2025 - 2025 (1 year)
FIdelity Brokerage Services LLC
2017 - 2025 (8 years)
Equipment Depot
2015 - 2017 (2 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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.
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 66
Pensacola, FL
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Series 63, Series 65
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Armada Advisors
Series 63, Series 65
Pensacola, FL
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