Crewson Financial
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Crewson Financial provides advice-only services to individuals and families, trusts and estates, charitable organizations, small businesses, and pension or profit-sharing plans, and — notably for a firm of its size — also lists institutional client types such as sovereign wealth funds, banking and thrift institutions, state and municipal government entities, insurance companies, and other investment advisers. Services include investment advice, comprehensive financial and legacy planning, custom engagements, and optional assistance with implementation; the firm also distributes periodic newsletters and conducts educational seminars and workshops.
The firm follows an evidence‑based, passive investment philosophy that emphasizes broad diversification, low‑cost index funds and ETFs, tax‑efficient implementation, and periodic rebalancing. As an advice‑only practice it does not custody assets or provide discretionary portfolio management and generally charges flat or hourly advisory fees rather than percentage‑of‑assets arrangements, leaving execution and custody to clients or their chosen custodians.
What distinguishes the firm from many peers is the combination of an advice‑only, non‑custodial model with an unexpectedly broad client mix that includes several institutional categories, together with ongoing client education through newsletters and seminars — features that are uncommon for similarly sized independent firms. The firm also discloses that its principal maintains full‑time employment outside the advisory business, and engagement scopes and scheduling are structured to align client expectations with that availability.
Client services
Expertise
Occupation focus
Demographic focus
Fee options
One-time flat fees of $4,900 for 'Mid-Career Blueprint' and 'Retirement Blueprint'; ongoing advisory services flat fees typically between $250 and $600 per month; custom engagement flat fees generally between $1,500 and $8,000
Standard hourly rate of $250 per hour, billed in 6-minute increments
Ongoing advisory services flat fee arrangements typically range between $250 and $600 per month
Account minimum: $1,000,000 Fee-only: One-time flat fees of $4,900 for financial planning packages; ongoing advisory services charged via flat fees ranging from $250 to $600 per month or hourly at $250 per hour; custom engagements priced between $1,500 and $8,000 or hourly at $250 per hour
Main office
Ponte Vedra FL
Advisors at this office
1
Most active in
Florida
Also doing business as
Crewson Financial · Crewson Ventures, 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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