Helping Successful Individuals, Families and Business Owners Protect & Grow Wealth, and Minimize Taxes
In addition to being the firm's lead Investment Advisor, Crystal is a Certified Financial Planner (CFP) and an Enrolled Agent, Admitted to Practice Before the I.R.S.
Wealth Management, Financial Planning, Tax Services and Investment Management for Successful Professionals, Business Owners and Retirees.
General Information |
| Firm Start Year: | 2020 | |
| No. of Employees: | 2-4 | |
| States Licensed in: | WA |
| Number of Years with Current Firm: | 3 |
| Work Experience: |
Crystal's diverse background includes ownership of multiple small businesses, high-level commercial real estate and management positions, and over a decade of wealth management experience supporting successful multi-generational families. She 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 added Certified Financial Planner and Enrolled Agent to her list of credentials. Financial Planning, Tax and Advisory Services provided by Great Life Planning LLC, a Washington Registered Investment Advisor. |
| Work with the following types of clients: | Businesses, Individual Investors, Non-Profit Organizations |
| Foreign Languages Serviced: | English |
| Advisory Services Provided: | Retirement Planning, Portfolio Management, Financial Planning, Estate Planning & Trusts, Investment Advice & Management, Financial Advice & Consulting, Tax Advice and Services, 401K Rollovers, Wealth Management, Money Management, Risk Management, Financial Planning for Businesses, Financial Planning for Individuals, Education Funding and Planning |
Services |
| Investment Types: | Mutual Funds, Alternative Investments, Exchange Traded Funds (ETFs), Stocks, Bonds, Socially Responsible Investments (SRI) |
| Can meet clients in the following ways: | Your Office, Our Offices, Video Conference, Email, Phone |
Firm Information |
| Advisor's Number of Clients: | 35 |
| Advisor's Number of Managed Clients: | 30 |
| Advisor's Number of Planning Clients: | 5 |
| Assets Managed by Advisor: | $16,000,000 |
Compensation and Fees |
| Fee Structure: | Fee-Only |
| Minimum Portfolio Size for New Managed Accounts: | $250,000 |
| Compensation Methods: | Flat Fee, Hourly, Based on Assets |
| Minimum Fee Charged for Managed Accounts: | $2,500 |
| Minimum Fee Charged for Hourly Planning Accounts: | $150 |
Education |
| B.S. Organizational Leadership - Finance, Economics and Accounting | Colorado State
2010-2012 |
Disclosures |
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WiserAdvisor provides referrals to financial professionals. WiserAdvisor is not a current client of advisor or advisory services. Financial professionals pay cash compensation for these referrals, which creates the incentive for WiserAdvisor to make these referrals, resulting in a conflict of interest. |
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Additional Detailed Disclosures |
Disclaimer |
| Financial Planning, Tax and Investment Advisory Services provided by Great Life Investing LLC, a Washington State Registered Investment Advisor. |
Registered Investment Advisor:
Yes
Investment Advisor Representative:
Yes
Acknowledged fiduciary:
Yes
Compliance Disclosures in Last 5 years:
I have a clean record
Criminal Disclosures in Last 5 years:
I have a clean record
| 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 |
| Western Washington |
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