CH
CFP
CH
CFP

Cressinda Hyatt

20 Years of Experience
Midland, TX

Cressinda Hyatt is a CFP-designated registered investment advisor at Eight 31 Financial, LLC, based in Midland, TX, with 20 years of industry experience. Cressinda operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 70 clients with $490M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
4 advisors
Number of Clients
70 clients
Average Client Portfolio
$7.1M average
Assets Under Management
$494.3M

Fee Structure

Minimum Investment:$1M
Investment management only (planning not offered)
Minimum Annual Fee:$2,500
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $5.0M2.00%
$5.0M - $10.0M1.65%
$10.0M - $25.0M1.40%
$25.0M - $25.0M1.25%
$25M+1.25%

Fees are negotiable for accounts valued in excess of $25,000,000.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

400 E Loop 250 N, Suite 117, Midland, TX, 79705

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History

Regulatory History
Clean regulatory record

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.

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Employment History
Current Registrations
Eight 31 Financial, LLC
April 2024 - Present · 2 yrs 1 mo
Previous Registrations
Syntal Capital Partners, LLC
May 2012 - October 2015 · 3 yrs 5 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
February 2005 - May 2012 · 7 yrs 3 mos
Invest Financial Corporation
January 2004 - February 2005 · 1 yr 1 mo
Merrill Lynch Pierce Fenner & Smith INC.
July 1997 - January 2004 · 6 yrs 6 mos
State Registrations1 state
TX
Advisor

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
No exam information available for this advisor.
Cressinda Hyatt - Financial Advisor | TrueAdvisor