At Pacific Crest Wealth Planning, our team comprises CERTIFIED FINANCIAL PLANNER® practitioners, dedicated to acting in a fiduciary capacity when managing our client's assets. Guided by the CFP® Code of Ethics, we are committed to prioritizing your interests above our own.
We specialize in providing comprehensive investment management and financial planning services. Operating under a fiduciary standard, we prioritize our clients' best interests above all else. Unlike some advisors who earn commissions, we maintain impartiality in our investment recommendations. Our compensation for managing investments is structured as an annual fee, calculated as a percentage of assets under management. This fee is billed quarterly and deducted directly from client accounts.
In full transparency, certain investment products may entail additional fees and expenses, which we meticulously disclose and clarify prior to initiating our advisory relationship. For detailed information, please refer to our investment management fee schedule here.
For comprehensive details on our products and services, please refer to our Brochure Form ADV Part 2A here.