Crest Wealth Advisors LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed February 24, 2026. Fees can change, so confirm with the firm before you hire them.

Flat or project fee

$1,000⁠-⁠$3,000

“This service consists of an upfront charge of $1,000-$3,000 and an ongoing fee that is paid monthly, in advance, at the rate of $200-$600 per month.”

Monthly fee

$200⁠-⁠$600/mo

From the same sentence as above.

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

How Crest Wealth Advisors LLC bills

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

• “Advisory fees are directly debited from Client accounts, or the Client may choose to pay by electronic funds transfer or check.”
• “Accounts initiated or terminated during a calendar quarter will be charged a prorated fee based on the amount of time remaining in the billing period.”
• “An account may be terminated with written notice at least 10 calendar days in advance.”

How Crest Wealth Advisors LLC’s fees compare

• Its flat or project fee of $1,000-$3,000 is below the Maryland median of $4,335. 25% of the 133 other Maryland planners that publish a flat or project fee charge less.
• 1 of the 9 other planners in Annapolis that publish a flat or project fee charge less.

About Crest Wealth Advisors LLC

• Principal: Jason Dall'Acqua
• Firm size: 2 employees.
• Credentials named in the brochure: CFP®.
• Registered as an adviser: 2020 (6 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

0.95% a year

Minimum

$2,500 minimum fee (stated in brochure)

Clients

69

Employees

2

Works with

Individuals, high net worth individuals, and pension and profit sharing plans

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, pension consulting, and selecting other advisers

Assets managed

$95,829,149

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

311760

Website

instagram.com/crest_wealth (opens in new tab)

Phone

(443) 973-4901

Other planners in Annapolis that publish fees

• 1 North Wealth Services, LLCAnnapolis$400/hr, $3,200/yr
• Accordant Advisory Group, Inc.Annapolis$500/hr
• Annapolitan Investment Group, Inc.Annapolis$150/hr, $250
• Atlantic Financial Planning LLCAnnapolis$280/hr
• Chesapeake Financial PlanningAnnapolis$150⁠-⁠$250/hr, $1,000⁠-⁠$2,500/yr
• Clairwell Financial Planning LLCAnnapolis$500/hr, $5,000⁠-⁠$10,000

Compare all 21 planners in Annapolis