Fee-only adviser · Annapolis, MD
Crest Wealth Advisors LLC
Crest Wealth Advisors LLC is a fee-only investment adviser registered with the securities regulator of Maryland, with its main office in Annapolis, Maryland. On its latest Form ADV, filed February 24, 2026, it reports $96M in regulatory assets under management, 69 individual clients and 2 employees who give investment advice. It reports no commission compensation, is not registered as a broker-dealer and does not act as an insurance agent.
Key facts from Form ADV
| Registration | State-registered: Maryland |
|---|---|
| Firm CRD number | 311760 |
| Office | 111 Forbes ST. Ste 100 Annapolis, MD 21401 |
| Phone | (443) 973-4901 |
| Website | www.crestwealthadvisors.com |
| Regulatory assets under management | $96M ($74M discretionary) |
| Individual clients | 39 non-high-net-worth, 30 high-net-worth |
| Financial planning clients | 51-100 |
| How it charges | Percentage of assets, Fixed fee |
| Services | Financial planning, Portfolio management, Pension consulting, Selection of other advisers |
| Employees | 2 |
| Disciplinary disclosures | None reported |
| Latest Form ADV filing | February 24, 2026 |
Source: the firm’s Form ADV Part 1A as published by the SEC’s Investment Adviser Public Disclosure database, data as of November 6, 2026. Figures are self-reported by the firm.
What this means for you
- It offers hourly or fixed-fee arrangements, so you may be able to pay for a plan without handing over your investments.
- It also charges a percentage of assets managed for ongoing investment management.
- Most of its individual clients are not high-net-worth, so it is likely to work with people who are still building assets.
- It provides financial planning services, not only portfolio management.
- It reports no disciplinary history on Form ADV.
Before you hire any adviser
Read the firm’s Form ADV Part 2 brochure on its SEC record: it sets out fees, minimums, conflicts of interest and who will manage your money. Ask whether the firm acts as a fiduciary for all of your accounts, how it is paid in total, and who holds your assets. Our guide to choosing a financial adviser lists the questions to ask.
Other fee-only advisers in Annapolis
- HF Advisory Group, LLC $322M
- Curio Wealth, LLC $461M
- RCS Financial Planning, LLC $281M
- 1 North Wealth Services, LLC $320M
- Accordant Advisory Group, Inc. $278M
- The Ellerson Group Inc $291M
See all 14 fee-only advisers in Annapolis →
Nearby
- Edgewater 2 firms
- Arnold 1 firm
- Crofton 1 firm
- Bowie 1 firm
- Laurel 2 firms
- Hanover 1 firm
- Chester 2 firms
- Lanham 1 firm
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