Crestone Financial Advisors, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Crestone Financial Advisors is a fee-only independent advisory firm that provides personalized financial planning and investment management to individuals and small businesses. Services described in the brochure include discretionary asset management, financial planning and non-discretionary consulting for matters such as tax, insurance, retirement and estate planning.
The firm uses a mix of fundamental, technical and cyclical analysis in its investment process and offers both discretionary portfolio management and non-discretionary reviews of client accounts; as of December 31, 2025 it reported $35,238,332 in discretionary assets and $11,257,195 in non-discretionary assets. Financial planning is included for asset-management clients, while standalone, hourly planning is offered to clients who do not engage in ongoing management.
Distinctive features in the brochure include an explicit held-away account service (non-discretionary allocation review and periodic rebalancing for ERISA and other workplace plan assets), a policy not to aggregate or “block” client trades and a practice of not voting client proxies (clients retain that responsibility). The firm also notes use of Advyzon for reporting, participation in an institutional program through Altruist for custody/trading services, and recent expansion of its state registration to include Colorado in August 2026.
Client services
Expertise
Occupation focus
Fee options
$0 - $100,000: Fixed $1,000 annually $100,001 - $1,000,000: 1.00% annually $1,000,001+: 0.50% annually
Negotiable hourly fee of $200 per hour for standalone financial planning services
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
Main office
Broadway VA
Advisors at this office
1
Most active in
Colorado · Virginia
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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