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Crystal Roseman

Advice and Planning Services
17 Years of Experience
Frisco, TX
1 DisclosureBroker
View SEC Summary
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Crystal Roseman is a registered investment advisor at Advice and Planning Services, based in Frisco, TX, with 17 years of industry experience. Crystal is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Estate Planning, Investment Management, Retirement Planning. Their firm serves 72,503 clients with $38B in assets under management.

Advice and Planning Services
Compensation
Fee-Only (% of Portfolio)
Firm Size
1692 advisors
Number of Clients
72,503 clients
Average Client Portfolio
$523K average
Assets Under Management
$37.9B

Fee Structure

Minimum Investment:$5K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.15%

Rates vary by managed account program. TIAA Portfolio Advisor uses a tiered schedule ranging from 1.15% down to 0.40% annually. Private Asset Management ranges from 0.90% down to 0.40% for blended portfolios plus transaction costs, and 0.15% for fixed income portfolios plus transaction costs.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

3965 Dallas Parkway, Frisco Regional, Frisco, TX, 75034

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Financial
March 2020
Final
View Full SEC ReportHow to Read Disclosures
Employment History
Current Registrations
Tiaa-Cref Individual & Institutional Services, LLC
August 2026 - Present · 2 mos
Tiaa-Cref Individual & Institutional Services, LLCBroker
August 2026 - Present · 2 mos
Advice and Planning Services
June 2026 - Present · 4 mos
Previous Registrations
Peak American Investment Advisors, INC.
September 2025 - March 2026 · 6 mos
Fisher Investments
June 2025 - September 2025 · 3 mos
Capitalwize, LLC
January 2025 - June 2025 · 5 mos
Lincoln Financial Advisors Corporation
August 2020 - May 2023 · 2 yrs 9 mos
Lincoln Financial Advisors CorporationBroker
August 2020 - May 2023 · 2 yrs 9 mos
Nationwide Investment Advisors, LLC
October 2012 - August 2020 · 7 yrs 10 mos
Nationwide Investment Services CorporationBroker
September 2012 - August 2020 · 7 yrs 11 mos
Tiaa-Cref Advice and Planning Services
April 2012 - September 2012 · 5 mos
Tiaa-Cref Individual & Institutional Services, LLCBroker
November 2007 - September 2012 · 4 yrs 10 mos
Fidelity Investments Institutional Services Company, INC.Broker
March 2007 - November 2007 · 8 mos
State Registrations51 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPARISCSDTNTXUTVAVTWAWIWVWY
AdvisorBrokerBoth

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.
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