Crest Financial, LLC

Overview

Crest Financial, LLC is an independent registered investment advisory firm organized as a limited liability company and owned by an individual. The firm serves both individual and family clients as well as institutional relationships and focuses its advisory work on financial planning, portfolio management for individuals and small businesses, pension consulting and producing periodic written content. Crest Financial uses fee arrangements that include hourly, subscription and fixed fees rather than commission-based compensation. Investment implementation is centered on pooled public funds — mutual funds comprise the bulk of client portfolios — supplemented by a programmatic allocation to real estate through third‑party managers and use of annuities where appropriate. The firm is not identified as an active ESG investor and does not operate as a multi‑state adviser, which points to a more concentrated, discretionary management approach for its client base.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices