A complete list of active advisors currently associated with Cresvita Capital
Warmer can help you find a great advisor at Cresvita Capital or one who fits your needs even better.
Cresvita Capital is a fee-only, single-advisor registered investment adviser that provides wealth management, investment management, financial planning, and retirement plan advisory services to individual and high‑net‑worth clients. The firm reports about $8.06 million in assets under management across nine client households and does not indicate a client base of lower‑net‑worth retail individuals. The firm’s investment approach emphasizes modern portfolio theory and passive asset allocation using mutual funds and ETFs, with discretionary portfolio management tailored to clients’ objectives, risk tolerances, and tax considerations. Cresvita also offers both ongoing subscription financial planning and project‑based planning, and serves as an ERISA fiduciary for certain retirement plans using an evidence‑based selection and monitoring process. What distinguishes the firm is its very small, concentrated client roster and focus on higher‑net‑worth households rather than broad retail clientele, alongside the provision of retirement plan fiduciary services. The brochure also discloses a related coaching and educational business that provides non‑advisory services, a relationship the firm notes may create potential conflicts of interest.
To learn more about the advisors currently working at Cresvita Capital, 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.
Name |
Location |
Years of experience |
|---|---|---|
Austin, TX
| 7
|
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