Advisor at Crestone 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
Crestone Financial Advisors, LLC
Location
Broadway, VA
Credentials
Series 66
Industry experience
15 years
Negotiable fixed fees for financial planning services, pricing based on complexity; payment due upon delivery of plan
$0 - $100,000: Flat $1,000 annually $100,001 - $1,000,000: 1.00% annually $1,000,001+: 0.50% annually
Negotiable hourly rate of $200 per hour for financial planning services
Minimum fee: $1,000 annually for accounts up to $100,000 Fee-only: Yes, fee only financial planning and investment management; no commissions or sales charges.
Crestone Financial Advisors, LLC
2012 - Present (14 years)
Mercy Enterprises
2004 - Present (22 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
CFP®, Series 66
Harrisonburg, VA
Edward Jones
Series 63, Series 66
Harrisonburg, VA
Edward Jones
CFP®, Series 66
Harrisonburg, VA
Edward Jones
Series 65
Harrisonburg, VA
BPD Wealth Management LLC
Series 65
Broadway, VA
Halieus Investment Advisors
CFA®, Series 63, Series 65
Harrisonburg, VA
Graves Light Lenhart
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