Cresvita Capital fees
Financial planner in Austin, Texas. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated March 12, 2026, Cresvita Capital (Austin, TX) charges $500 an hour, a flat or project fee of $5,000-$50,000, and a monthly fee of $300-$1,000 for financial planning.
with up to 3 other firms
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 12, 2026. Fees can change.
- Hourly rate
- $500/hr
Above the Austin median of $300; 90% of the 42 other planners in Austin that publish an hourly rate charge less. Above the Texas median of $250; 93% of the 266 other planners in Texas charge less.
“Our hourly rate is $500.”
- Flat or project fee
- $5,000-
$50,000 Runs from below the Austin median of $6,500 to above it. Above the Texas median of $4,500; 97% of the 197 other planners in Texas charge less.
“Fixed fee rates range between $5,000 to $50,000.”
- Monthly fee
- $300-
$1,000/mo “Fees are paid monthly in arrears and range from $300 to $1,000 per month ($3,600 to $12,000 annually).”
Read by software from the firm's brochure. Check the brochure (PDF) (opens in new tab) before you hire.
At a glance
- Also charges a % of assets
- Yes
- Minimum
- None stated in the brochure
- Team size
- Solo practice (one employee)
- Registered since
- 2024 (2 years)
How Cresvita Capital bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Our advisory fee is prorated for any partial billing periods occurring during the engagement, including the initial and terminating billing periods.”
Firm details from Form ADV
- How the firm is paid
- Hourly fees, flat or fixed fees, monthly planning fees, and a percentage of assets under management
- Clients
- 9
- Works with
- Individuals and high net worth individuals
- Services reported to regulators
- Financial planning and portfolio management for individuals and small businesses
- Assets managed
- $8.1 million
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported on Form ADV as of March 12, 2026
- CRD number
- 333252 (opens in new tab)
- Phone
- (847) 209-3333
Other planners in Austin that publish fees
- Hilltop PlanningAustinHourly $350/hr, Flat up to $10,000
- TwoTen Planning, PLLCAustinHourly $300/hr, Flat $3,000-$9,000
- Gen Y PlanningAustinHourly $300/hr, Flat $4,800-$15,000
- Brazos CapitalAustinHourly $300/hr, Flat $20,000-$100,000
- Hilton Financial Group, LLCAustinHourly $300/hr, Flat $150-$1,000
- Onus Financial LLCAustinHourly $150/hr, Flat $499-$1,499 2025 brochure
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.