Brian Crawley is a CFP-designated registered investment advisor at Diazo, LLC, based in Henderson, NV, with 8 years of industry experience. Brian operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 290 clients with $180M 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 $1000K | 1.40% |
| $1.0M - $3.0M | 1.10% |
| $3M+ | 0.90% |
Fees are negotiable.
Fee Estimator
Location
2534 Anthem Village Dr, Suite 100, Henderson, NV, 89052
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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.
Learn about disclosures →Employment History
Current Registrations
Diazo, LLC
Previous Registrations
Innovative Adviser Solutions, LLC
Goldman Sachs Personal Financial Management
Redrock Wealth Management, LLC
Hightower Advisors, LLC
Hightower Securities, LLCBroker
Hightower Securities, LLCBroker
Hightower Advisors, LLC
Sparrow Wealth Management
State Registrations1 state
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