Crestone Financial Advisors, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$46,495,527
Total clients
45
27% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
45
Average account size
$1,033,234
Client services
Financial planning
Portfolio management
Fee options
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.
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Main office location
Crestone Financial Advisors, LLC
Broadway VA, United States
Number of offices
1
Forms ADV
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