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Micah Edwin Reish

Advisor at Crestone Financial Advisors, LLC — Broadway, VA

Updated today

Credentials

Series 66

Experience

15 years

Location

Broadway, VA

Crestone Financial Advisors, LLC logo

Crestone Financial Advisors, LLC

Independent

Total advisors

1

Clients per advisor

45 High

Avg AUM per client

$1,033,234 High

HNW client ratio

27% Typical

About

Micah Reish is the sole advisor at Crestone Financial Advisors, LLC, an independent firm based in Broadway, VA. He holds a Series 66 designation and has 15 years of industry experience, including 14 years with Crestone Financial Advisors. Outside of his advisory role, he is the owner of Mercy Enterprises, an automotive repair business. Crestone Financial Advisors is a fee-only firm serving individuals and small businesses with personalized financial planning and investment management. The firm employs a combination of fundamental, technical, and cyclical analysis and offers both discretionary portfolio management and non-discretionary consulting for areas such as tax, insurance, retirement, and estate planning.

Client services

Based on Crestone Financial Advisors, LLC

Financial planning Portfolio management

Expertise

Based on Crestone Financial Advisors, LLC

General retirement planning General tax planning General estate planning guidance Cash flow / budgeting

Occupation focus

Based on Crestone Financial Advisors, LLC

Founder/Business Owner

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Fee options

Percentage

$0 - $100,000: Fixed $1,000 annually $100,001 - $1,000,000: 1.00% annually $1,000,001+: 0.50% annually

Project-based

Negotiable hourly fee of $200 per hour for standalone financial planning services

Other

Minimum fee: $1,000 minimum annual fee for accounts up to $100,000 Fee-only: Fee-only financial planning and investment management; no commissions or product sales

Location

Broadway, VA

Broadway VA

Advisors at this office

1

Most active in

Colorado · Virginia

Work history

15 years of industry experience

Crestone Financial Advisors, LLC

2012 - Present • 14 years

Harrisonburg, VA

Ameriprise

2010 - 2012 • 2 years

Harrisonburg, VA

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Michael I

Series 65

Harrisonburg, VA

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Active portfolio management Doctor or Medical Professional
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Lawrence Y

Series 65

Broadway, VA

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Wealth management Tax-loss harvesting Business ownership considerations College savings (529s, UTMA, etc.)
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Series 65

Broadway, VA

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Options & derivatives strategies Real estate investing Annuities
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Asa G

CFA®, Series 63, Series 65

Harrisonburg, VA

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Asa Graves VII is a CFA® charterholder with 32 years of industry experience. He is a member of the Graves Light Lenhart team and has worked at Graves Light Private Wealth Management since 2018, following previous roles at Wells Fargo Clearing and Wells Fargo Advisors. Asa holds a minority ownership stake in a family farm, Smithland Farms, located in Harrisonburg, VA. Graves Light Lenhart provides financial planning, consulting, and investment management services to a diverse client base including individuals, pension plans, trusts, and charitable organizations. The firm employs a top-down strategic asset allocation approach with tactical adjustments, utilizing ETFs alongside individual equities and fixed income, while offering both discretionary and non-discretionary portfolio management combined with comprehensive planning services.

Trust structures (GRAT, IDGT, revocable) Charitable giving & philanthropy Options & derivatives strategies Founder/Business Owner Retired
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Jason F

Series 65

Harrisonburg, VA

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Trust structures (GRAT, IDGT, revocable) Charitable giving & philanthropy Options & derivatives strategies Founder/Business Owner Retired
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Kyle E

CFP®, Series 65

Rockingham, VA

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Divorce financial planning
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