Cronkhite Wealth Strategies
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$9,828,545
This total excludes 2 entity clients. Entities are clients such as corporations, partnerships, or trusts.
Clients
22
0% high-net worth
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
22
TypicalAverage account size
$446,752
About
Cronkhite Wealth Strategies serves a small set of individual clients, including high‑net‑worth households, by providing written financial plans, insurance and protection reviews, a one‑time portfolio “MRI” analysis, and pension/401(k) consulting through Ameritas. The firm delivers written recommendations and reports on clients’ income, taxes, risk tolerance and insurance needs as part of its planning and analysis services.
Rather than managing portfolios in‑house, the firm directs clients to a third‑party money manager and participates as a co‑advisor to mutual fund‑based programs (including funds offered through Matson Money and DFA); its reported assets under management are entirely non‑discretionary (about $10.9 million). The firm conducts due diligence on recommended managers, monitors ongoing performance, and reviews client accounts at least annually while clients retain custody with their chosen custodians.
Several features distinguish this practice from peers: the principal is a licensed insurance agent who may receive commission compensation on insurance sales (a disclosed conflict of interest), and the firm offers pension consulting services, both of which are less common among similar independent advisers. The business model is notable for relying exclusively on third‑party portfolio management rather than providing discretionary portfolio management directly, and for offering a priced, standalone portfolio MRI service.
Client services
Financial planning
Selection of other advisers
Expertise
General retirement planning
Long-term care insurance
Life insurance needs analysis
College savings (529s, UTMA, etc.)
Fee options
Portfolio MRI service: $500 one-time fixed fee (negotiable). Financial planning: $500 to $5,000 negotiated fixed fee.
$0 - $1,000,000: 0.99% $1,000,001 - $4,000,000: 0.75% $4,000,001+: 0.50%
Commission from sale of insurance products by licensed agent Alesia Jeanne Cronkhite.
Main office location
Cronkhite Wealth Strategies
Peyton CO, United States
Number of offices
2
Most active in
Cronkhite Wealth Strategies has reported serving >5 clients in these states in the last 12 months.
Colorado · Texas
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 active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
-
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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