Crewe Advisors fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed July 17, 2026. Fees can change, so confirm with the firm before you hire them.

Flat or project fee

$6,000⁠-⁠$150,000

“CREWE ADVISORS FORM ADV PART 2A – V.07.17.26 4 The negotiated fixed rate for creating client financial plans is between $6,000 and $150,000.”

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

How Crewe Advisors bills

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

• “Clients may terminate the agreement without penalty for a full refund of CA’s fees within five (5) business days of signing the Investment Advisory Contract.”
• “These fees will be debited from the accounts or clients will be invoiced for the balance.”
• “However, pursuant to arrangements with clients of CA that have invested in the Funds, the management fee and performance fee payable to the manager for the Funds have been waived for those investors.”

How Crewe Advisors’ fees compare

• Its flat or project fee of $6,000-$150,000 is above the Utah median of $2,050. 100% of the 63 other Utah planners that publish a flat or project fee charge less.
• 12 of the 12 other planners in Salt Lake City that publish a flat or project fee charge less.

About Crewe Advisors

• Firm size: 32 employees.
• Founded: 2014 (12 years).

Firm details from Form ADV

How the firm is paid

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

Charges a % of assets

Yes

Highest asset based fee in brochure

1.2% a year

Clients

514

Employees

32

Works with

Individuals, high net worth individuals, pooled investment vehicles, charities, and businesses

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for businesses and institutions, and selecting other advisers

Assets managed

$3,050,592,310

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

173920

Website

linkedin.com/company/crewe-advisors/?originalsubdomain=ca (opens in new tab)

Phone

(385) 355-2700

Can advise clients in 10 states: Arizona, California, Louisiana, Maine, Michigan, Nevada, Texas, Utah, Virginia, Washington

Other planners in Salt Lake City that publish fees

• Abacus Investment AdvisorsSalt Lake City$100/hr
• Albion Financial GroupSalt Lake City$250⁠-⁠$500/hr, $2,500⁠-⁠$50,000
• Black Salt Advisors LLCSalt Lake City$250/hr, $250/mo
• Cottonwood Asset Management LLCSalt Lake City$125/hr
• Cottonwood Wealth Strategies, LLCSalt Lake City$20,000/yr
• Guardian Wealth ManagementSalt Lake City$750

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