Crew Wealth Management offers comprehensive and project-based financial planning and consulting services to individuals, families, business owners, and retirement plans. Crew Wealth Management helps clients analyze cash flow, budgeting, emergency funds, estate planning, insurance strategies, investment strategies, lifestyle goals, legacy planning, retirement, and tax planning. Crew Wealth Management does not manage investment portfolios directly or have the authority to make trades without asking first, focusing instead on advice and written financial plans. Crew Wealth Management requires clients to implement recommendations at their own discretion. Crew Wealth Management is owned entirely by William Henry Crew III and operates out of San Luis Obispo, California.
Fee Structure
Crew Wealth Management charges an annual retainer fee of $700 for ongoing advice, plan updates, and an annual client meeting.
- Total Wealth Plan — a fixed fee of $3,300 for comprehensive financial planning covering cash flow, budgeting, emergency funds, estate planning, insurance, investments, lifestyle, legacy, retirement, and tax planning
- Focus Plan — a fixed fee of $2,000 covering income, budgeting, emergency funds, and one additional topic
- Other financial planning and consulting — fixed fees ranging from $700 to $3,300 depending on the complexity of the project
- Hourly consulting — $600 per hour