Crystal Cove Asset Management fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 16, 2026. Fees can change, so confirm with the firm before you hire them.

Flat or project fee

$1,500⁠-⁠$10,000

“The negotiated fixed rate for creating client financial plans is between $1,500 and $10,000.”

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

How Crystal Cove Asset Management bills

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

• “These fees are generally negotiable, and the final fee schedule is attached as Exhibit II of the Investment Advisory Contract.”
• “Clients may terminate the agreement without penalty for a full refund of CCAM’s fees within five (5) business days of signing the Investment Advisory Contract.”
• “Fees are paid in advance on a quarterly basis.”

How Crystal Cove Asset Management’s fees compare

• Its flat or project fee of $1,500-$10,000 spans the California median of $5,000. 60% of the 796 other California planners that publish a flat or project fee charge less.
• 11 of the 21 other planners in Newport Beach that publish a flat or project fee charge less.

About Crystal Cove Asset Management

• Firm size: 2 employees.
• Registered as an adviser: 2026.

Firm details from Form ADV

How the firm is paid

Fixed or flat fees, percentage of assets under management

Charges a % of assets

Yes

Highest asset based fee in brochure

1.5% a year

Clients

82

Employees

2

Works with

Individuals, high net worth individuals, pension and profit sharing plans, charities, and businesses

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutions, and pension consulting

Assets managed

$135,190,931

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

289810

Website

crystalcoveam.com (opens in new tab)

Phone

(949) 359-1399

Can advise clients in 2 states: California, Texas

Other planners in Newport Beach that publish fees

• Banta Asset Management LPNewport Beach$350/hr
• Bridge Capital Consulting, LLCNewport Beach$250/hr, $250⁠-⁠$12,000
• Campbell Advisory Services, LLCNewport Beach$150⁠-⁠$300/hr, $1,500⁠-⁠$5,000
• Centriplan, LLCNewport Beach$250⁠-⁠$300/hr, $1,000⁠-⁠$5,000
• Hall Financial WellnessNewport Beach$500⁠-⁠$5,000, $1,500⁠-⁠$10,000/yr
• Havaplan FinancialNewport Beach$300⁠-⁠$400/hr

Compare all 51 planners in Newport Beach