Joshua Crawley
Joshua Crawley is a registered investment advisor at Affinity Wealth Resources, LLC, based in Salt Lake City, UT, with 12 years of industry experience. Joshua operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 3 clients.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Affinity Wealth Resources charges $80 per hour for investment advice. This fee covers prep work, the consultation itself, and any follow-up work. Clients are responsible for executing their own trades. AWR also offers two subscription newsletters: The Small Cap Attack, priced at $10 per month or $100 per year.
Location
2719 Lemel Circle, #6, Salt Lake City, UT, 84115
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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.
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Joshua owns Affinity Capital Resources, which provides collection and recovery services, dedicating minimal time. He also owns Terragon LLC, which provides detailing supplies for off-road vehicles, spending a few hours per week.
Employment History
Current Registrations
Affinity Wealth Resources, LLC
Previous Registrations
Strategic Advisers, INC.
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.