A complete list of active advisors currently associated with Crestone Financial Advisors, LLC

Warmer can help you find a great advisor at Crestone Financial Advisors, LLC or one who fits your needs even better.

Crestone Financial Advisors provides personalized financial planning and investment management to individuals and small businesses, delivering advice on topics that include cash-flow, tax planning, insurance review, retirement and estate planning. The firm operates on a fee-only basis and does not sell commissioned investment or insurance products. The advisor offers discretionary asset management, tailoring portfolios to each client’s stated goals, time horizon and risk tolerance and documenting authority through the client agreement. Financial planning is integrated into the firm’s asset management service and standalone planning or consulting is available on a negotiated fixed- or hourly-fee basis, with account reviews performed at least biannually and more often as conditions dictate. According to the firm’s brochure, the managing member reported approximately $24.95 million in discretionary assets and $1.95 million in non-discretionary assets as of December 31, 2021, and serves a modest client base, producing a relatively concentrated AUM-per-client profile. Notable operational practices that distinguish the firm from many peers include a policy against aggregating trades into block orders, an explicit policy of not accepting custody of client assets, reliance on custodial relationships that provide soft-dollar services, and a practice of leaving proxy voting to clients.

To learn more about the advisors currently working at Crestone Financial Advisors, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.