Riley Crosbie
Riley Crosbie is a CFP-designated registered investment advisor at Riley S. Crosbie Advisory, LLC DBA Crosbie Financial, based in Providence, UT, with 10 years of industry experience. Riley operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Financial Planning & Coaching, High Net Worth, Insurance Planning, and 3 more. Their firm serves 88 clients with $100M 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 $2.0M | 1.50% |
| $2.0M - $3.0M | 1.33% |
| $3.0M - $5.0M | 1.20% |
| $5.0M - $7.0M | 1.00% |
| $7.0M - $10.0M | 0.85% |
| $10M+ | 0.60% |
Fees are negotiable.
Fee Estimator
Location
Providence, UT
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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 →Other Business Activities
Riley is an owner of CacheTech, a technology company for RIAs, since July 2023. Riley dedicates minimal time to helping with oversight of the company.
Employment History
Current Registrations
Riley S. Crosbie Advisory, LLC DBA Crosbie Financial
Previous Registrations
Adams Wealth Advisors
Allegis Investment Advisors, LLC
Beacon Financial Planning, LLC
State Registrations2 states
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