A complete list of active advisors currently associated with Crystal Coast Wealth Advisors LLC

Warmer can help you find a great advisor at Crystal Coast Wealth Advisors LLC or one who fits your needs even better.

The firm advises individuals, high-net-worth individuals, and business entities, providing ongoing portfolio management and standalone financial planning. Services include preparing a written Investment Policy Statement and managing diversified portfolios that may include mutual funds, fixed income, equities, ETFs (including precious-metal ETFs), real estate funds/REITs, annuities and select private placements. Investment decisions are guided by fundamental analysis and modern portfolio theory with a long-term trading orientation; the firm typically seeks discretionary authority, monitors accounts monthly, and provides quarterly custodian reports. Portfolios are tailored using model allocations alongside individualized recommendations, and clients may impose investment restrictions that the firm will attempt to accommodate. Notably, the firm’s advisory personnel are also licensed to sell insurance products and accept commissions for those sales, a relationship the firm discloses and documents as a potential conflict of interest. The firm requires clients to custody assets at specified custodians (Schwab Institutional or Altruist LLC), may receive research/soft-dollar benefits, and does not aggregate trades for multiple client accounts—operational features that can affect execution and research access.

To learn more about the advisors currently working at Crystal Coast Wealth 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.

Name	Location	Years of experience
Debora Craig	Cadillac, MI	26

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For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.

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