Eagle's Crest Advisors, LLC

Overview

Eagle's Crest Advisors, LLC is an independent, individual-owned registered investment adviser that positions itself to serve individuals and families with financial planning and portfolio management for individuals and small businesses. The firm offers a mix of billing approaches — percentage of assets under management, hourly fees, and fixed fees — rather than relying on a single fee model. Its SEC registration is listed as 2025. The firm reports it is not an active ESG investor, is not a pension consultant, and is not designated as a related adviser or capital allocator.

Assets & Accounts

Investments & Alternatives

Location & Offices