Erin Crumly is a CFP-designated registered investment advisor at Evergreen Wealth, based in Naples, FL, with 10 years of industry experience. Erin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, High Net Worth, Insurance Planning, and 3 more. Their firm serves 679 clients with $1.2B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 1.40% |
| $100K - $150K | 1.40% |
| $150K - $250K | 1.30% |
| $250K - $500K | 1.20% |
| $500K - $750K | 1.10% |
| $750K - $1.3M | 1.00% |
| $1.3M - $1.8M | 0.90% |
| $1.8M - $2.5M | 0.80% |
| $2.5M - $3.5M | 0.70% |
| $3.5M - $5.0M | 0.60% |
| $5.0M - $25.0M | 0.50% |
| $25M+ | 0.40% |
Fees are negotiable based on relationship size, family holdings, and other factors. Households below the $100,000 minimum are assessed a $55 annual maintenance fee per account.
Fee Estimator
Location
2400 Tamiami Trail North, Suite 403, Naples, FL, 34103
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
Erin is involved in several outside business activities, including serving as a board member for St. Patrick's Catholic Grade School, a committee member for a charitable organization, and managing member of a rental real estate LLC. Erin also works as an independent insurance agent selling fixed products, dedicating a few hours per week to this activity.
Employment History
Current Registrations
Evergreen Wealth
Previous Registrations
Mutual Securities, INC.Broker
LPL Financial LLCBroker
State Registrations3 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
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