CRESTONE FINANCIAL ADVISORS, LLC

Overview

Crestone Financial Advisors, LLC is a small, independent registered investment adviser that focuses on financial planning and portfolio management for individuals and small businesses. The firm structures its client relationships using a mix of percentage‑of‑assets fees, hourly billing and fixed fees, and it manages both discretionary and non‑discretionary mandates. Its investment program centers on publicly traded pooled vehicles—primarily mutual funds—supplemented by targeted allocations to real assets and energy-related strategies. A clear characteristic of Crestone’s approach is its reliance on third‑party managers and packaged products rather than running proprietary funds. That shows up in the firm’s portfolio composition and in the designation “Capital Allocator: No.” Crestone is not positioned as an ESG‑focused adviser and serves a concentrated client base, which supports a boutique, advisor‑centric service model rather than a broad national footprint.

Assets & Accounts

Investments & Alternatives

Location & Offices