Schedule a Consultation

Schedule a Consultation

Start with a Conversation

Your first meeting is complimentary and confidential. We'll listen, and we won't pitch you anything.

Request a Consultation

Tell Us About Your Situation

The more context you share, the better prepared we'll be for our first conversation. All information is kept strictly confidential.

We respond within one business day. Your information is never shared or sold.

Our Office

Reach Us Directly

Office Address

480 Crestline Drive, Suite 300
Raleigh, NC 27601
Located in the Crestline Office Park, free parking available.

Phone

(919) 555-0192
Monday through Friday, 8:30am – 5:30pm ET

Email

hello@crestlinewealth.com
We respond within one business day.

Virtual Meetings Available

We work with clients throughout North Carolina and can conduct all meetings via Zoom or phone if preferred. In-person meetings available by appointment.

Common Questions

What People Ask Before Getting Started

What does "fiduciary" actually mean?
A fiduciary is legally required to act in your best interest at all times. This is a higher standard than the "suitability" standard that many broker-dealers operate under, which only requires that a recommendation be "suitable" — not necessarily optimal. As an RIA, we are bound to the fiduciary standard every time we give advice.
How are you paid? Are there hidden fees?
We are a fee-only firm. Our only revenue comes from fees paid directly by our clients — either as a percentage of assets under management (0.75–1.25% annually) or as flat planning fees. We receive no commissions, no referral payments, and no compensation from any product provider. All fees are disclosed in writing before you engage us. Our ADV Part 2 contains the complete fee schedule.
Do you have a minimum asset requirement?
Our standard minimum is $500,000 in investable assets. This allows us to do comprehensive planning that meaningfully impacts your financial outcomes. We occasionally make exceptions for clients who are on a strong savings trajectory and expect to reach that threshold within a few years. We're happy to have an initial conversation regardless.
What happens in the first meeting?
The first meeting is 60 minutes and is entirely about you. We'll ask about your current situation, your goals, your concerns, and what's worked or hasn't worked in your financial life so far. We won't pitch products or push you to make any decisions. At the end, we'll give you an honest sense of whether we think we can help and what working together would look like. There's no pressure and no obligation.
Do you manage investments directly, or use outside managers?
We manage investments directly for our clients. Accounts are held in custody at Charles Schwab or Fidelity Investments — large, reputable custodians where you retain direct ownership of all assets. We have trading authority on your accounts but can never move money to ourselves. You receive statements directly from the custodian independent of anything we send.
What's your investment philosophy?
We follow an evidence-based, passive-leaning investment approach. The academic evidence strongly supports diversified, low-cost portfolios over active stock-picking or market timing. We use index funds and ETFs as core holdings and tilt portfolios based on factors supported by decades of research. We do not chase performance, trade frequently, or speculate. Our goal is a portfolio you can hold through market cycles without making costly emotional decisions.

Regulatory Information

Disclosures

Registration: Crestline Wealth Advisors, LLC is a Registered Investment Adviser with the State of North Carolina, CRD# [000000]. Registration does not imply a certain level of skill or training. Our Form ADV Part 2, which describes our business practices, services, fees, and potential conflicts of interest, is available upon request or at adviserinfo.sec.gov.

Investment Risk: All investing involves risk, including the possible loss of principal. Past performance is not indicative of future results. The value of investments may fluctuate, and investors may receive back less than they invest. Diversification and asset allocation do not guarantee a profit or protect against loss.

No Tax or Legal Advice: The information on this website and provided in meetings is for general informational and educational purposes only. It does not constitute tax advice or legal advice. Please consult a qualified CPA or attorney for guidance on your specific tax or legal situation.

Scope of Services: Crestline Wealth Advisors provides investment advisory and financial planning services only. We do not sell insurance products, securities as a broker-dealer, or any product for which we receive third-party compensation.