Crew Wealth Management

Crew Wealth Management provides financial planning and consulting to business owners, individuals, families, pension and profit-sharing plans, and a range of business entities. The firm delivers written financial plans and ongoing retainer services (Total Wealth Plan, Focus Plan, Annual Retainer and other engagements) and does not manage client assets or offer wrap fee programs.

The adviser’s analysis emphasizes fundamental research and the use of index and actively managed mutual funds and ETFs, with attention to manager tenure, expense ratios, turnover, returns and target asset allocation with periodic rebalancing; it generally recommends longer‑term strategies and does not engage in frequent trading. Implementation of investment recommendations is left to clients, and the firm does not accept discretionary trading authority or custody of client assets.

Distinctive features include a very small client base and team (two advisors serving roughly 15 clients) and a planning-focused compensation model based on hourly or fixed fees rather than percentage‑of‑AUM or ongoing portfolio management, which is uncommon among similarly supported firms. The brochure also discloses that associated persons are registered representatives of LPL Financial and may receive brokerage commissions and 12b‑1 fees (and that supervised persons devote substantial time to LPL‑related activities), creating potential conflicts of interest the firm addresses through its policies and disclosures.