C
Crystal Coast Wealth Advisors LLC
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 2 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
0
Very LowAverage account size
—
About
Crystal Coast Wealth Advisors LLC is a Michigan limited liability company formed in May 2025 that provides portfolio management and financial planning services. The firm states it serves individuals, high-net-worth individuals, and corporate/business clients and prepares individualized investment policy statements as the basis for ongoing advisory relationships.
The firm combines fundamental analysis and modern portfolio theory and generally pursues long-term trading and strategic asset allocation across mutual funds, fixed income, real estate funds (including REITs), ETFs (including precious-metal ETFs), non-U.S. securities, annuities and private placements. CCWA typically seeks discretionary authority to manage accounts, documents client risk tolerance in written Investment Policy Statements, conducts monthly reviews, and provides quarterly custodial reporting.
A notable aspect of the firm is that a principal is also a licensed insurance agent who accepts commissions for insurance and annuity sales; the brochure discloses this affiliation as a potential conflict of interest and describes steps to document and manage those conflicts. The brochure also reports the firm had no assets under management or clients at the time of filing, requires use of Schwab Institutional as custodian, and does not aggregate trades for multiple client accounts—operational features that may influence execution and service compared with many peers.
Client services
Financial planning
Portfolio management
Expertise
General retirement planning
College savings (529s, UTMA, etc.)
Annuities
Fee options
Fixed financial planning fees negotiated between $500 and $2,500.
$0 - $500,000: 1.25% $500,001 - $1,000,000: 1.00% $1,000,001+: 0.85%
Main office location
Crystal Coast Wealth Advisors LLC
Rapid City MI, United States
Number of offices
2
Most active in
Crystal Coast Wealth Advisors LLC has reported serving >5 clients in these states in the last 12 months.
Michigan
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.
-
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.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
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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