Crew Wealth Management provides financial planning and consulting services to individuals, families, and business owners. These services include creating financial plans or consultations based on your financial goals. They can help with income analysis, budgeting, emergency funds, estate planning, insurance strategies, investment strategies, lifestyle strategies, legacy planning, retirement planning, and tax planning. Crew Wealth Management may refer clients to other specialists like accountants or attorneys.
Assets Under ManagementN/A
ClientsN/A
Advisors2
Avg. per ClientN/A
Avg. per AdvisorN/A
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.
Annual Retainer:$700/year
One-Time Plan:$700 - $3,300
Hourly Rate:$600/hr
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