S
ShellCrest Financial 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 1 employees
Firm type
Independent
1 advisor
Clients per advisor
0
Average account size
—
About
ShellCrest Financial LLC is a registered investment adviser that provides investment management, financial planning, and retirement plan consulting to institutional-type clients such as pension and profit-sharing plans, charitable organizations, and business clients. The firm offers both ongoing and project-based financial planning alongside continuous advisory services for client assets and plan sponsors.
The firm’s investment process emphasizes asset allocation and a mix of passive and active strategies, and it may use outside investment managers or platforms to implement portfolios while retaining responsibility for ongoing monitoring and suitability. ShellCrest accepts discretionary authority to trade on behalf of clients and will work with custodians and outside managers to execute and review investment programs.
Compared with many peers, ShellCrest highlights pension consulting and retirement-plan advisory services and states that it will act in a fiduciary capacity for ERISA-covered plans, a service line that is less common among similar investment-manager firms. The firm also routinely recommends and selects other advisers or outside managers and offers project-based engagements billed on an hourly or fixed basis, which are both atypical features for firms in this category.
Client services
Financial planning
Portfolio management
Pension consulting
Selection of other advisers
Expertise
ESG / Sustainable investing
Options & derivatives strategies
Business exit / sale strategy
Occupation focus
Founder/Business Owner
Executive
Fee options
Project-Based Financial Planning fixed fees range from $30,000 to $75,000; Ongoing Financial Planning fixed fees range from $5,000 to $50,000 per month
$0 - $1,000,000: 1.00% $1,000,001 - $2,500,000: 0.90% $2,500,001 - $5,000,000: 0.80% $5,000,001 - $10,000,000: 0.65% Above $10,000,000+: Individually Quoted
$800 per hour for Project-Based Financial Planning
Fee-only: Financial Planning fixed fees $5,000 to $50,000 per month (ongoing); Project-Based fixed fees $30,000 to $75,000; hourly rate $800/hour
Main office location
ShellCrest Financial LLC
8383 Greenway Boulevard, Suite 600
Middleton WI 53562, United States
Number of offices
1
Most active in
ShellCrest Financial LLC has reported serving >5 clients in these states in the last 12 months.
Texas · Wisconsin
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
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