Crestridge Wealth Advisors, LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 31, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$300/hr

“In the event of early termination, the client will be billed for the hours worked at a rate of $300.00 per hour.”

Flat or project fee

$25,000⁠-⁠$250,000

“The fixed fee can range between $25,000.00 and $250,000.00.”

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

How Crestridge Wealth Advisors, LLC bills

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

• “Since fees are paid in arrears, no rebate will be needed upon termination of the account.”
• “If a fixed fee program is chosen, half of the fee is due at the beginning of process and the remainder is due at completion of work, however, Crestridge Wealth will not bill an amount above $500.00 more than 6 months in advance.”
• “If the initial deposit is greater than the amount billed, then the client will be refunded the difference.”

How Crestridge Wealth Advisors, LLC’s fees compare

• Its hourly rate of $300 is above the Texas median of $275. 53% of the 468 other Texas planners that publish an hourly rate charge less.
• 33 of the 67 other planners in Houston that publish an hourly rate charge less.
• Its flat or project fee of $25,000-$250,000 is above the Texas median of $3,850. 100% of the 401 other Texas planners that publish a flat or project fee charge less.
• 49 of the 49 other planners in Houston that publish a flat or project fee charge less.

About Crestridge Wealth Advisors, LLC

• Solo practice: one person runs the firm, so you work directly with the planner.
• Credentials named in the brochure: CPA.
• Founded: 2020 (6 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

1% a year

Employees

1

Services reported to regulators

Financial planning and educational seminars and workshops

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

307679

Website

twitter.com/baldridgefinancial (opens in new tab)

Phone

(713) 955-9130

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