Crewson Financial
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$0
Clients
0
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
1
Very LowAverage account size
—
About
Crewson Financial provides advice-only financial planning, investment advisory, and legacy-planning services to individuals, families, trusts, estates, charitable organizations, and small businesses. The firm also offers educational seminars and may publish electronic periodicals or newsletters for clients and interested readers.
The firm follows an evidence-based, passive investment approach that emphasizes broad diversification, low-cost index funds and ETFs, strategic asset allocation, tax-efficient asset location, and periodic rebalancing. Advice is non-discretionary: clients receive recommendations and retain responsibility for implementation (the firm will assist with implementation if requested), and the firm does not manage client assets or charge percentage-of-assets (AUM) fees.
Notably for a single-advisor independent firm, Crewson Financial’s reported client mix extends beyond typical retail households to include corporate and institutional types such as pension or profit-sharing plans, charitable organizations, other investment advisers, banking and insurance institutions, state or municipal entities, and a sovereign wealth client. The firm’s founder maintains a full-time executive role outside the advisory practice, and engagements are structured to reflect limited advisor availability and the firm’s strictly advice-only model.
Client services
Financial planning
Newsletters or periodicals
Educational seminars or workshops
Expertise
General tax planning
Retirement withdrawal strategies
Charitable giving tax strategies
Cash flow / budgeting
Fee options
Fixed fee engagements typically $500 - $4,000; speaking fees $500 - $1,000 plus travel and meal reimbursement
$250 per hour billed in 6-minute increments
Fee-only: Fixed fees typically $500 - $4,000; hourly rate $250/hour billed in 6-minute increments
Main office location
Crewson Financial
Ponte Vedra FL, United States
Number of offices
1
Most active in
Crewson Financial has reported serving >5 clients in these states in the last 12 months.
Florida
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:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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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.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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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.
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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
Quick links
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