Cresscila Wealth Management
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$0
Clients
0
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
0
Very LowAverage account size
—
About
Cresscila Wealth Management provides financial planning and portfolio management services to individuals, high-net-worth clients, charitable organizations, and business entities. Services include standalone financial plans, ongoing planning with two service tiers (Standard and Premier), hourly consulting, and specialized projects such as advanced equity compensation modeling and business-owner cash flow and retirement plan analysis.
The firm’s investment process blends fundamental analysis, modern portfolio theory, and quantitative methods and typically employs a long-term trading approach documented in an Investment Policy Statement; it offers both discretionary and non-discretionary management. Cresscila also uses model portfolios and tax-management tools available through the Altruist Model Marketplace and may enroll accounts in the Altruist One subscription program, and it requires clients to custody assets with Altruist.
Notably, the firm does not use percentage-of-assets-under-management pricing and instead operates under fixed and hourly fee arrangements, a structure that is uncommon among independent advisers. Additional distinguishing features include no third‑party managers used, no performance‑based fees accepted, a recent formation with no assets under management as of the latest filing, and a mandatory custodian relationship through Altruist.
Client services
Financial planning
Portfolio management
Expertise
Equity Recipients (RS/RSU, SOP, ESPP)
Tax strategies for small businesses
Business exit / sale strategy
General retirement planning
Charitable giving tax strategies
Occupation focus
Founder/Business Owner
Retired
Demographic focus
Established Professionals
Fee options
Standalone financial planning fixed fee: $4,000; Standard ongoing financial planning and portfolio management fixed fee: $6,000 annually; Premier ongoing financial planning and portfolio management fixed fee: $12,000 annually; Additional Premier services hourly fee: $250
$250 per hour (negotiable)
Main office location
Cresscila Wealth Management
Bend OR, United States
Number of offices
1
Most active in
Cresscila Wealth Management has reported serving >5 clients in these states in the last 12 months.
Oregon
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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