Crestwood Advisors

Financial Advisor in Darien, CT

Firm Info
Address: 1020 Boston Post Rd, Darien, CT 06820, USA
Phone: (203) 655-3323

Firm Size
Assets Under Management: $5 billion
# of Advisors: 35
# of Clients: 3,978
Client to Advisor Ratio: 114:1
Average Account Size: $1.2 million
# of Offices: 1

Services Offered
  • Financial Planning
  • Portfolio Management for Individuals & Small Businesses
  • Portfolio Management for Businesses or Institutional Clients
  • Selection of Others Advisors
  • Educational Seminars & Workshops
  • Other

Types of Clients
  • Individuals (Not High Net Worth)
  • Individuals High Net Worth

    *>=750k in Investable Assets or >=1.5m of Estimated Total Net Worth

  • Pension & Profit Sharing Plans
  • Charitable Organizations
  • Corporations or Other Businesses Not Listed Above

Available Fee Structures
  • Percentage of Assets Under Management (AUM)
  • Fixed Fees (Other than subscription)

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Crestwood Advisors Overview

CRESTWOOD ADVISORS is a fee-based registered investment advisory firm based in Boston, Massachusetts. The firm has been in business since 2017 and offers a range of financial services to individuals, small businesses, and institutional clients. They provide investment advice and are also sellers of additional financial products. The firm offers financial planning services as well as portfolio management for individuals and small businesses. They also offer portfolio management for businesses and institutional clients. Additionally, CRESTWOOD ADVISORS offers a selection of other advisor options and hosts educational seminars and workshops to help clients make informed financial decisions. CRESTWOOD ADVISORS also provides other services such as FAMILY OFFICE CONSULTING, CREDIT AND CASH MANAGEMENT SOLUTIONS, and INSURANCE SOLUTIONS to their clients. They pride themselves on providing their clients with comprehensive services to help them achieve their financial goals. With an emphasis on education, CRESTWOOD ADVISORS’ clients can feel confident in their investment strategies and make informed decisions about their financial future.

CRESTWOOD ADVISORS is a renowned firm with a diverse clientele composed of individuals, high net worth individuals, pension or profit sharing plans, charitable organizations, and other types of corporations not listed. The firm caters to a broad range of clients to deliver expert financial advice, depending on their unique needs and financial goals. Whether it's starting a new business, planning for retirement, or simply seeking investment opportunities, CRESTWOOD ADVISORS approaches each client with a personalized strategy tailored to their specific circumstances. Moreover, the firm offers flexible and transparent fee structures depending on the services they provide. For instance, CRESTWOOD ADVISORS offers percentage-of-AUM fees based on a client's assets under management. These fees can vary depending on the level of service provided, and clients can expect to pay the firm a percentage of their total assets. Additionally, fixed fees are also available depending on the complexity of the project or the type of financial services required. Clients can rest assured knowing that CRESTWOOD ADVISORS is committed to delivering quality financial advice without breaking the bank, all while offering transparent and fair pricing structures.

Typical Clients, Fee Structures & Investment Minimum

The investment minimum for Crestwood Advisors is $1,000,000 in investible assets, as stated in their Part 2 Brochure. If a client is accepted with less than the minimum, there may be a minimum fee of $10,000 a year or $2,500 a quarter. However, Crestwood has waived their minimum fee for a limited number of clients.

How This Office Can Help Darien, CT Residents

Crestwood Advisors provides a wide array of financial advisory services for clients in Darien, CT. The firm takes a holistic approach to financial planning, considering not just investments but also taxes, estate planning, and risk management. Crestwood's team of experts works with clients to develop personalized investment strategies, taking into account their unique financial situations, including retirement planning, education funding, and cash flow management. In Darien, CT, many clients may be facing financial challenges related to the high cost of living and volatile markets. Crestwood Advisors helps clients navigate these challenges by providing customized investment portfolio management and financial planning services. With a focus on long-term goals and risk management, the firm aims to provide stability and security for its clients in Darien and the surrounding areas.

To view the Minimum Investment and Fee Schedule for Crestwood Advisors, visit their Part 2 Brochure.

Services Offered by Crestwood Advisors

Core Advisor Services
Financial Planning

Financial planning services encompass the process of devising strategies for your future financial well-being, including preparing for events such as retirement, funding your child's college education, or planning for the transfer of assets.

Portfolio Management for Individuals & Small Businesses

Portfolio management entails the careful selection and strategic management of investment combinations tailored to meet the needs of individuals and small businesses.

Market Timing Services

Market timing services involve the endeavor to generate short-term profits from investments by capitalizing on opportunities to buy at low prices and sell at high prices.

Other Services
Selection of Other Advisors

The firm provides support in selecting and engaging other advisors who possess specialized expertise to complement your financial needs.

Publication of Periodicals or Newsletters

The firm engages in the dissemination of diverse financial educational materials through the publication of periodicals.

Educational Seminars & Workshops

The firm organizes and conducts seminars or workshops aimed at enlightening investors on various financial concepts.


Fee Structures

Financial advisory fees usually are based on the services provided. Fee types charged by Crestwood Advisors most likely consist of the following fee types: asset-based, hourly or fixed. Wrap fee programs, or the practice of bundling services for a single fee, are not offered by the firm.

Available
Percentage of Assets Under Management (AUM)
Fixed Fees (Other than subscription)
Unavailable
Hourly
Subscription (Newsletter or Periodical)
Commissions
Performance-based Fees
Other

Types of Clients

*The Securities & Exchange Commission defines someone as “high net worth” if they have $750,000 or more in investable assets or $1.5M of estimated total net worth.


This Office Location

Firm location 1020 Boston Post Rd, Darien, CT 06820, USA
Phone (203) 655-3323
Directions
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Other Office Locations

Firm Headquarters
Firm headquarters location ONE LIBERTY SQUARE, SUITE 500, BOSTON, MA 2109, United States

This firm has no other locations.

State Registrations

Crestwood Advisors is registered to service clients in the following states:

  • California
  • Colorado
  • Connecticut
  • Florida
  • Maine
  • Maryland
  • Massachusetts
  • Nebraska
  • New Hampshire
  • New Jersey
  • New York
  • North Carolina
  • Pennsylvania
  • Rhode Island
  • South Carolina
  • Texas
  • Virginia

Disciplinary History

Crestwood Advisors does not have any disclosures. Please visit it's Form ADV for more details.