Crestone Financial Advisors, LLC fees and pricing
Financial planner in Broadway, Virginia. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated August 20, 2026, Crestone Financial Advisors, LLC charges $200 an hour for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed August 20, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $200/hr
“Services are offered based on a negotiable hourly fee of $200 per hour.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Crestone Financial Advisors, LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “No fee increase shall become effective, and the Client shall not be billed at the increased rate, until the Client has acknowledged and accepted the fee change in writing.”
- “Investment management fees are billed quarterly, in arrears, meaning that we invoice you after the threemonth billing period has ended.”
- “Payment in full is expected upon invoice presentation.”
How Crestone Financial Advisors, LLC’s fees compare
- Its hourly rate of $200 is below the Virginia median of $260. 15% of the 203 other Virginia planners that publish an hourly rate charge less.
- 2 of the 2 other planners in Broadway that publish an hourly rate charge less.
About Crestone Financial Advisors, LLC
“Advisor provides personalized confidential financial planning and investment management to individuals and small businesses. Advisor provides investment supervisory services, also known as asset management services and furnishes financial planning and investment advice through consultations.”
- Solo practice: one person runs the firm, so you work directly with the planner.
- Registered as an adviser: 2012 (14 years).
Planning areas mentioned in the brochure
- Retirement planning
- Tax planning
- Estate planning
- College planning
- Business owners
- Insurance analysis
- Cash flow and budgeting
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
- 1% a year
- Clients
- 45
- Employees
- 1
- Works with
- Individuals and high net worth individuals
- Services reported to regulators
- Financial planning and portfolio management for individuals and small businesses
- Assets managed
- $46,495,527
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 163340
- Phone
- (540) 324-6068
Other planners in Broadway that publish fees
- Halieus Investment AdvisorsBroadway$150/hr
- Rohde Wealth ManagementBroadway$150/hr
- 8TH Street Investments, LLCAlexandria$250-$500/hr, $2,000-$7,000
- Abich Financial Wealth Management, LLCAshburn$350/hr, $20,000
- Acadia Financial Services, LLCFairfax Station$400/hr, $600/yr
- Acorn Financial Advisory Services, Inc.Reston$175-$1,295/hr, $3,750
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.