William Crew
William Crew is a CFP-designated registered investment advisor at Crew Wealth Management, based in San Luis Obispo, CA, with 33 years of industry experience. William is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more.
Compensation
Firm Size
IM Fee
Fee Structure
Crew Wealth Management charges an annual retainer fee of $700 for ongoing advice, plan updates, and an annual client meeting.
- Total Wealth Plan — a fixed fee of $3,300 for comprehensive financial planning covering cash flow, budgeting, emergency funds, estate planning, insurance, investments, lifestyle, legacy, retirement, and tax planning
- Focus Plan — a fixed fee of $2,000 covering income, budgeting, emergency funds, and one additional topic
- Other financial planning and consulting — fixed fees ranging from $700 to $3,300 depending on the complexity of the project
- Hourly consulting — $600 per hour
Location
1266 Monterey St, San Luis Obispo, CA, 93401-3104
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
William is involved in various activities, including teaching, real estate rentals, and a venture capital group. He is also an insurance agent selling life, health, disability, long-term care, and fixed annuities, dedicating minimal time to this.
Employment History
Current Registrations
Crew Wealth Management
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
William Henry Crew, III Wealth Management Group, INC.
William Henry Crew, III Wealth Management Group, INC.
William Henry Crew, III Wealth Management Group, INC.
American Express Financial Advisors INC.Broker
Ids Life Insurance CompanyBroker
State Registrations36 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
More Advisors
- Joshua Fowler, CFPCrew Wealth Management
- Timothy Reyna, CFPCerro Pacific Wealth Advisors, LLC
- Luke Kittinger, CFPSan Luis Wealth Advisors
- Jeffrey Brown, CFPWells Fargo Advisors
- Joshua Rocha, CFPLPL Financial LLC
- Sam Rodgers, CFPCharles Schwab & CO., INC.