Stonecrest Advisors, INC.

Stonecrest Advisors is a registered investment advisor based in Austin, Texas. Stonecrest Advisors manages investment portfolios on both discretionary and non-discretionary bases, meaning they can make trades on your behalf or ask for your approval first. They often utilize model portfolios developed by third-party managers like Envestnet. In addition to investment management, Stonecrest Advisors offers financial planning services tailored to individual needs, ranging from broad-based plans to single-subject guidance. They work with a variety of clients including individuals, small businesses, trusts, and estates. The firm operates on a bundled fee structure where portfolio management fees cover transaction and custodial costs.