A complete list of active advisors currently associated with Crockett Wealth Management, Inc.
Warmer can help you find a great advisor at Crockett Wealth Management, Inc. or one who fits your needs even better.
Crockett Wealth Management, Inc. is a small independent advisory firm founded in July 2022 that manages about $8.75 million for roughly 33 clients, serving high‑net‑worth individuals, business owners, retirement plans, and both private foundations and public charities. The firm provides discretionary asset management and comprehensive wealth‑planning services, and also offers nonprofit consulting under 12‑month contracts, and, like many independents, charges percentage‑of‑AUM advisory fees while operating as a solo practitioner. The firm implements client‑specific strategies using methods such as strategic asset allocation, modern portfolio theory, fundamental and technical analysis, and both tactical and buy‑and‑hold approaches, typically with discretionary trading authority. Wealth‑planning work is collaborative and model‑driven—using wealth‑planning software and Monte Carlo simulations—and accounts are reviewed at least quarterly with monitoring for rebalancing and tax‑loss harvesting opportunities. What sets the firm apart from many peers is its institutional and nonprofit focus for a practice of this size: it provides pension and ERISA plan services (including limited‑scope 3(21) or 3(38) roles) and targeted nonprofit/planned‑giving consulting for charities and private foundations. The firm’s principal is also a licensed insurance agent (insurance activity is limited to states of licensure) and the brochure discloses that external insurance compensation represents about 10% of his compensation, a conflict the firm says it manages through disclosure and fiduciary procedures.
To learn more about the advisors currently working at Crockett Wealth Management, Inc., 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 |
|---|---|---|
Sandy, UT
| 16
|
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