Crewson Financial fees and pricing
Financial planner in Ponte Vedra, Florida. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated June 22, 2026, Crewson Financial charges $250 an hour, a flat or project fee of $4,900, and a monthly fee of $250-$600 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed June 22, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $250/hr
“Our standard hourly rate is $250 per hour, billed in 6-minute increments.”
- Flat or project fee
- $4,900
“Both of these engagements are a one-time, flat fee of $4,900.”
- Monthly fee
- $250-$600/mo
“These arrangements typically range between $250 - $600 per month.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Crewson Financial bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Alternatively, custom engagements may be billed at our standard hourly rate ($250 per hour).”
- “These published fees are not negotiable.”
- “Fees are invoiced directly to the client and are paid at the conclusion of the engagement.”
How Crewson Financial’s fees compare
- Its hourly rate of $250 is below the Florida median of $288. 26% of the 372 other Florida planners that publish an hourly rate charge less.
- None of the 2 other planners in Ponte Vedra that publish an hourly rate charge less.
- Its flat or project fee of $4,900 matches the Florida median of $4,900. 50% of the 320 other Florida planners that publish a flat or project fee charge less.
About Crewson Financial
“Crewson Financial is an “advice only” firm, generally providing services to clients by charging either a flat fee or an hourly fee.”
- Solo practice: one person runs the firm, so you work directly with the planner.
- Credentials named in the brochure: CPA.
- Meets clients remotely: the brochure mentions virtual or online meetings.
- Registered as an adviser: 2025.
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
- 1.5% a year
- Employees
- 1
- Services reported to regulators
- Financial planning, newsletters and publications, and educational seminars and workshops
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 336683
- Phone
- (904) 640-9024
Other planners in Ponte Vedra that publish fees
- Caleo Capital N.A. LLCPonte Vedra$250/hr, $25,000/yr
- Diablo Investment Advisors, LLCPonte Vedra$300/hr
- Highland Investment Advisors LLCPonte Vedra$3,500-$10,000, $175/mo
- Lighthouse RetirementPonte Vedra$1,000/yr
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.