William Crew
William Crew is a CFP-designated registered investment advisor at Crew Wealth Management, based in San Luis Obispo, CA, with 32 years of industry experience. William operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more.
Compensation
Firm Size
IM Fee
Fee Structure
Crew Wealth Management offers ongoing advice, plan updates, and an annual client meeting through their Annual Retainer Services for a fixed fee.
- Total Wealth Plan — $3,300 for comprehensive and ongoing financial planning and consulting services.
- Focus Plan — $2,000 for a review of income, basic budgeting, emergency funds, and one additional topic.
- Annual Retainer Services - $700 for ongoing advice, plan updates, and an annual client meeting.
- Other Financial Planning and Consulting Services — Starting at $700 and typically not exceeding $3,300, depending on the complexity of the plan or project.
Location
1266 Monterey St, San Luis Obispo, CA, 93401-3104
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
William is involved in various activities, including teaching, real estate rentals, and a venture capital group. He is also an insurance agent selling life, health, disability, long-term care, and fixed annuities, dedicating minimal time to this.
Employment History
Current Registrations
Crew Wealth Management
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
William Henry Crew, III Wealth Management Group, INC.
William Henry Crew, III Wealth Management Group, INC.
William Henry Crew, III Wealth Management Group, INC.
American Express Financial Advisors INC.Broker
Ids Life Insurance CompanyBroker
State Registrations36 states
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