Crescent Investment Solutions LLC fees and pricing
Financial planner in Plano, Texas. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated May 18, 2026, Crescent Investment Solutions LLC charges an annual fee of $500 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed May 18, 2026. Fees can change, so confirm with the firm before you hire them.
- Annual fee
- $500/yr
“For accounts with less than $100,000 in assets, the firm charges a flat annual fee of $500.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Crescent Investment Solutions LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Fees are calculated and billed in accordance with the signed Investment Advisory Agreement.”
- “These fees are generally negotiable and the final fee schedule will be memorialized in the client's advisory agreement.”
- “Clients may terminate the agreement without penalty for a full refund of Crescent Investments' fees within five business days of signing the Investment Advisory Contract.”
How Crescent Investment Solutions LLC’s fees compare
- Its annual fee of $500 is below the Texas median of $6,000. None of the 106 other Texas planners that publish an annual fee charge less.
- None of the 4 other planners in Plano that publish an annual fee charge less.
About Crescent Investment Solutions LLC
- Solo practice: one person runs the firm, so you work directly with the planner.
- Registered as an adviser: 2024 (2 years).
Firm details from Form ADV
- How the firm is paid
- Fixed or flat fees, percentage of assets under management
- Charges a % of assets
- Yes
- Highest asset based fee in brochure
- 1% a year
- Clients
- 3
- Employees
- 1
- Works with
- Individuals
- Services reported to regulators
- Financial planning and portfolio management for individuals and small businesses
- Assets managed
- $230,000
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 331945
- Phone
- (469) 666-7106
Other planners in Plano that publish fees
- Astra Wealth Management GroupPlano$750/hr
- BDJ Wealth Management LLCPlano$15,000/yr
- Crestway Advisory GroupPlano$300/hr
- Gordon Oak Financial, LLCPlano$5,000-$10,000
- Insight Wealth PartnersPlano$2,500
- Interlinc Financial Advisors, Inc.Plano$500/hr, $1,000-$5,000
Is something on this page wrong or out of date? Email corrections@plannerfees.com and PlannerFees will check it against the firm's latest filing.