Crestone Financial Advisors, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$46,495,527
Clients
45
27% high-net-worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
45
HighAverage account size
$1,033,234
About
Crestone Financial Advisors provides personalized financial planning and investment management to individuals and small businesses, delivering advice on topics that include cash-flow, tax planning, insurance review, retirement and estate planning. The firm operates on a fee-only basis and does not sell commissioned investment or insurance products.
The advisor offers discretionary asset management, tailoring portfolios to each client’s stated goals, time horizon and risk tolerance and documenting authority through the client agreement. Financial planning is integrated into the firm’s asset management service and standalone planning or consulting is available on a negotiated fixed- or hourly-fee basis, with account reviews performed at least biannually and more often as conditions dictate.
According to the firm’s brochure, the managing member reported approximately $24.95 million in discretionary assets and $1.95 million in non-discretionary assets as of December 31, 2021, and serves a modest client base, producing a relatively concentrated AUM-per-client profile. Notable operational practices that distinguish the firm from many peers include a policy against aggregating trades into block orders, an explicit policy of not accepting custody of client assets, reliance on custodial relationships that provide soft-dollar services, and a practice of leaving proxy voting to clients.
Client services
Financial planning
Portfolio management
Expertise
General tax planning
Cash flow / budgeting
Occupation focus
Founder/Business Owner
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.
Main office location
Crestone Financial Advisors, LLC
Broadway VA, United States
Number of offices
1
Most active in
Crestone Financial Advisors, LLC has reported serving >5 clients in these states in the last 12 months.
Virginia
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.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
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.
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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.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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