Crest Private Wealth, LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed February 20, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$500⁠-⁠$600/hr

“The negotiated hourly fee for these services is between $500 and $600.”

Flat or project fee

$1,000⁠-⁠$40,000

“The negotiated fixed rate for creating client financial plans is between $1,000 and $40,000.”

Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)

How Crest Private Wealth, LLC bills

Payment and refund terms, quoted from the fee section of the brochure.

• “Account fees are payable quarterly in advance.”
• “If a client withdraws assets on any date other than the 7 last day of the calendar quarter then a prorated refund will be made based on the number of days left in the quarter prior to the withdrawal.”
• “These fees are generally negotiable and the final fee schedule will be memorialized in the client’s advisory agreement.”

How Crest Private Wealth, LLC’s fees compare

• Its hourly rate of $500-$600 is above the Tennessee median of $275. 98% of the 111 other Tennessee planners that publish an hourly rate charge less.
• 10 of the 10 other planners in Memphis that publish an hourly rate charge less.
• Its flat or project fee of $1,000-$40,000 spans the Tennessee median of $3,000. 98% of the 89 other Tennessee planners that publish a flat or project fee charge less.
• 6 of the 6 other planners in Memphis that publish a flat or project fee charge less.

About Crest Private Wealth, LLC

• Solo practice: one person runs the firm, so you work directly with the planner.
• Founded: 2023 (3 years).

Firm details from Form ADV

How the firm is paid

Hourly fees, fixed or flat fees, percentage of assets under management

Charges a % of assets

Yes

Highest asset based fee in brochure

2% a year

Clients

1

Employees

1

Works with

Individuals and pension and profit sharing plans

Services reported to regulators

Financial planning and portfolio management for individuals and small businesses

Assets managed

$10,768,267

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

328856

Phone

(901) 606-8335

Can advise clients in 2 states: Louisiana, Tennessee

Other planners in Memphis that publish fees

• Brandon Financial Planning, Inc.Memphis$500/hr
• Cothran Capital, LLCMemphis$300/hr, $495
• Dogwood Financial PlanningMemphis$300/hr, $500
• Eaglestrong FinancialMemphis$200/hr, $100⁠-⁠$500/mo
• Envision Financial Planning, LLCMemphis$500/hr
• Kimery Wealth Management, LLCMemphis$350/hr, $10,000

Compare all 26 planners in Memphis