ShellCrest Financial LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
ShellCrest Financial LLC provides investment management, project-based and ongoing financial planning, and retirement plan consulting to individuals, high‑net‑worth clients, pension and profit‑sharing plans, charitable organizations, and businesses. The firm is fee‑only and delivers discretionary portfolio management while also recommending outside managers and third‑party professionals as needed.
The firm builds client‑specific investment policies and target asset allocations, combining passive and active vehicles and applying diversification principles to manage risk and pursue long‑term goals. ShellCrest typically manages accounts on a discretionary basis, may use options strategies through third‑party managers, and acts in a fiduciary capacity when advising employer plans on investment lineups, fee analysis, and participant education under ERISA frameworks.
What distinguishes ShellCrest from many similarly sized independent advisers is its explicit offering of institutional portfolio management and pension consulting to plan sponsors—services that are relatively uncommon among peers. The firm is newly formed and, at initial filing, reported no assets under management; its principal holds CFP® credentials, maintains an insurance license for professional competency, and discloses a family investment holding entity and foundation role that are non‑advisory and not used to solicit clients.
Client services
Expertise
Occupation focus
Fee options
Fixed fees range from $30,000 to $75,000 for project-based financial planning; recurring fixed fees for ongoing financial planning range from $5,000 to $50,000 per month.
$0 - $1,000,000: 1.00% $1,000,001 - $2,500,000: 0.90% $2,500,001 - $5,000,000: 0.80% $5,000,001 - $10,000,000: 0.65% Above $10,000,000+: Individually Quoted
$800 per hour for project-based financial planning.
Recurring fixed fees for ongoing financial planning, ranging from $5,000 to $50,000 per month.
Fee-only: Fees are only from clients; no commissions or sales-related compensation.
Main office
8383 Greenway Boulevard, Suite 600
Middleton WI 53562
Advisors at this office
1
Most active in
Florida · Illinois · Texas · Wisconsin
Also doing business as
Shellcrest Financial · Shellcrest Financial 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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