Vetted Advisor's Table

Crystal McMahon, CFP®, EA
Arrowroot Family Office

Tel: 253-858-2427
950 Broadway, Suite M100
Tacoma, WA 98402

Wealth Management that begins with you - Not your money

About Crystal McMahon

As Managing Director of the Tacoma office, I'm responsible for helping successful individuals, families and business owners protect and grow wealth and minimize taxes, and overseeing a team of professionals to support our clients.

After over two decades in business that included owning and operating small businesses and high-level roles in sales management and commercial real estate, I became a Financial Planner working with a senior advisor, and I eventually ended up running a solo planning and advisory practice before deciding to join the Arrowroot Family Office of elite advisors.

About Arrowroot Family Office

Founded in 2013, our firm has always been driven by five pillars of value: honesty, transparency, communication, collaboration, and the utilization of technology. Our experienced professionals use cutting-edge software in tandem with our deep industry expertise and network to provide personalized financial solutions to our clients. We specialize in tax, cash flow, and retirement planning, and we do so in order to provide our clients with the comfort and peace of mind they need to feel confident in their financial futures. As fiduciaries, one of our primary goals is to educate our clients so that they can have the knowledge to make informed decisions about their financial lives. We want our clients to understand the associated risks and rewards that come with each of our recommendations in their financial plans, and once they gain an understanding of how complex financial systems operate, we want them to feel empowered to execute those plans.

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General Information

Firm Start Year:   2013
No. of Employees:   10-19
Number of Years with Current Firm:   1
Work Experience:   Crystal holds a Bachelor of Science in Organizational Leadership with an emphasis on Accounting and Economics, and to better help her clients navigate complex financial and tax situations, she became a Certified Financial Planner CFP(R) and Enrolled Agent, Admitted to Practice before the I.R.S.
Work with the following types of clients:   Individual Investors, Businesses
Foreign Languages Serviced:   English
Advisory Services Provided:   Financial Advice & Consulting, Investment Advice & Management, Estate Planning & Trusts, Financial Planning, Portfolio Management, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Planning for Individuals, Financial Planning for Businesses, Tax Advice and Services, Retirement Planning


Investment Types:   Exchange Traded Funds (ETFs), Mutual Funds, Bonds, Stocks, Socially Responsible Investments (SRI)
Can meet clients in the following ways:   Phone, Email, Your Office, Our Offices, Video Conference

Firm Information

Assets Managed by Firm:   $300 Million
Advisor's Number of Clients:   38
Advisor's Number of Managed Clients:   38
Advisor's Number of Planning Clients:   10
Assets Managed by Advisor:   $18,000,000

Compensation and Fees

Fee Structure:   Fee-Only
Minimum Portfolio Size for New Managed Accounts:   $300,000
Compensation Methods:   Based on Assets, Hourly, Flat Fee
Minimum Fee Charged for Managed Accounts:   0
Minimum Fee Charged for Hourly Planning Accounts:   0


B.S. Organizational Leadership  - Finance, Economics and Accounting   Colorado State


Why should I choose you as my financial advisor?

After owning and running small businesses and working for large corporations earlier in my career, I have a unique viewpoint and enough life experience to know how to help my clients avoid the mistakes I've seen others make.

What are your qualifications? What is your education background?

I started following the markets and investing as a young woman years ago, and I've been involved in Finance in one way or another most of my life. I completed my business degree, a few years later I earned my Certified Financial Planner designation and then I became an Enrolled Agent, Admitted to Practice before the IRS.

How do you charge for your services?

Fee only for advisory and planning services.

How are you compensated? How will I pay for your services?

In order to keep our services aligned with our clients, we are fee-based and not paid by selling products. Our goal is to find the most optimal solution for your unique needs and then design a financial plan and investment portfolio to help you meet your goals.

If you are going to manage my account, will you obtain my permission every time you buy or sell something?

I am a Fiduciary and a Discretionary portfolio manager, meaning that I trade in client accounts without having to ask their permission for each order.



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Additional Detailed Disclosures



Arrowroot Family Office LLC is a registered investment adviser with the U.S. Securities and Exchange Commission (SEC). Registration with the SEC does not constitute an endorsement by the SEC, nor does it imply that AFO has attained a certain level of skill or ability. Content should not be construed as legal or tax advice, AFO is not engaged in the practice of law or accounting.


Investment Advisor Representative:


Acknowledged fiduciary:


Compliance Disclosures in Last 5 years:

I have a clean record

Criminal Disclosures in Last 5 years:

I have a clean record

Office Hours

Mon. 8:00 AM - 5:00 PM
Tue. 8:00 AM - 5:00 PM
Wed. 8:00 AM - 5:00 PM
Thu. 8:00 AM - 5:00 PM
Fri. 8:00 AM - 5:00 PM

Communities Served

Washington State

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