Crystal Rau is a CFP-designated registered investment advisor at Origin Investment Advisory LLC, based in Midland, TX, with 15 years of industry experience. Crystal operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Investment Management, and 2 more. Their firm serves 7,591 clients with $35M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Origin Investment Advisory does not charge an annual management fee based on the value of your portfolio for its automated index investing program. However, you will pay the underlying operating expenses and management fees charged by the exchange-traded funds or mutual funds held in your portfolio, along with any administrative or trading costs charged by the custodian.
Location
223 W Wall Street, Suite 215, Midland, TX, 79701
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Crystal works as a retirement plan consultant for STA Benefits and a contracted financial planner for Blend Financial, spending about 10-20% of her time and a few hours per week, respectively. She also serves as an expert reviewer for LendEDU, treasurer for The Fields Edge, and owns The Shiny Swine car washes, dedicating minimal time to each.
Employment History
Current Registrations
Origin Investment Advisory LLC
Beyond Balanced Financial Planning, LLC
Previous Registrations
Syntal Capital Partners, LLC
Lauterbach Financial Advisors, LLC
USAA Financial Planning Services
USAA Investment Management Company
State Registrations1 state
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
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