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Peter Crabtree

First Advisors National, LLC
13 Years of Experience
Libertyville, IL
3 DisclosuresSells Insurance
View SEC Summary
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Peter Crabtree is a registered investment advisor at First Advisors National, LLC, based in Libertyville, IL, with 13 years of industry experience. Peter operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 4,858 clients with $510M in assets under management.

First Advisors National, LLC
Compensation
Fee-Only (% of Portfolio)
Firm Size
79 advisors
Number of Clients
4,858 clients
Average Client Portfolio
$104K average
Assets Under Management
$505.9M

Fee Structure

Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.85%

Advisory fees are negotiable up to a maximum of 1.85% per year. Fees exclude transaction fees, account maintenance fees, and administrative costs.

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

Libertyville, IL

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History

Regulatory History (3)
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
June 2018
Final
Judgment / Lien
August 2011
Judgment / Lien
August 2010
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Peter owns MooseLake LLC, dba FreshRedDoor and Clearwater-Holdings, which buys and/or wholesales residential rental properties, dedicating about 10-20% of his time to this activity. Peter is also an independent insurance agent with Paradigm Life Insurance, spending full-time hours on insurance services.

Employment History
Current Registrations
First Advisors National, LLC
August 2021 - Present · 5 yrs 2 mos
Previous Registrations
Prosperity Economics Partners, LLC
May 2020 - June 2021 · 1 yr 1 mo
Infinex Investments, INC.
August 2014 - May 2020 · 5 yrs 9 mos
Infinex Investments, INC.Broker
August 2014 - May 2020 · 5 yrs 9 mos
Money Concepts Advisory Service
April 2013 - August 2014 · 1 yr 4 mos
Money Concepts Capital CORPBroker
March 2013 - August 2014 · 1 yr 5 mos
State Registrations1 state
IL
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.
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