Advisor at River Crescent 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
River Crescent Advisors, LLC
Location
Suffolk, VA 23434
Credentials
CFP®, Series 65
Industry experience
3 years
Fixed engagement fees for standalone financial planning up to $2,000
Up to 1.50% annually, paid quarterly in advance, based on assets under management
Financial planning services at $300/hour
Fee-only: Standalone financial planning services at $300/hour or fixed fees up to $2,000
River Crescent Advisors, LLC
2025 - Present (1 year)
PBMARES Wealth Management
2022 - 2025 (3 years)
The Citadel
2021 - 2022 (1 year)
Acap SME, LLC
2020 - 2021 (1 year)
Randolph-Macon College
2016 - 2021 (5 years)
James M Bennett High School
2012 - 2016 (4 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
CFP®, Series 66
Suffolk, VA
Edward Jones
CFP®, Series 66
Suffolk, VA
Edward Jones
CFP®, Series 66
Suffolk, VA
Edward Jones
Series 66
Suffolk, VA
Edward Jones
CFP®, Series 63, Series 65
Suffolk, VA
Korving & Company LLC
Series 66
Suffolk, VA
Korving & Company LLC
Not sure where to start?
We'll help you think it through – whether you ultimately need an advisor or not.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")