Cresfund Advisors
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
The firm provides discretionary investment management and project-based financial planning to individuals, high-net-worth individuals, charitable organizations, and corporations or other businesses. It operates as a fee-only independent adviser with a small client base and concentrates on tailoring portfolios and one-time planning engagements to individual client circumstances.
Its investment approach emphasizes asset allocation guided by Modern Portfolio Theory and a mix of passive and active strategies, employing stocks, bonds, mutual funds, ETFs and, at a client’s request, limited cryptocurrency exposure. The firm develops personalized investment policies, manages accounts on a discretionary basis, and uses institutional custodial platforms while implementing trades on an individual account basis and relying on custodian statements for reporting.
Compared with many solo independent advisers, the firm’s client mix notably includes charitable organizations and business clients, and it offers business-planning consulting within its planning services—features that are relatively uncommon for a firm of this size. It maintains a fee-only model, limits planning engagements to project-based work (having discontinued ongoing financial planning), does not use performance-based fees, and has no broker-dealer affiliations.
Client services
Expertise
Occupation focus
Demographic focus
Fee options
Fixed fees for Project-Based Financial Planning range from $1,000 to $5,000
$0 - $1,000,000: 1.25% $1,000,001+: 1.00%
$250 per hour for Project-Based Financial Planning
Fee-only: Project-Based Financial Planning fees: Fixed fees range from $1,000 to $5,000; Hourly rate $250/hr
Main office
2700 Mount Vernon Rd
Dunwoody GA 30338
Advisors at this office
1
Most active in
Georgia · North Carolina · Texas
Also doing business as
Cresfund Advisors · Cresfund Advisors, LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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