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Clear about cost

How we are paid.

Financial decisions are personal. The way we are paid should be clear before you decide whether Crestwell is right for you.

The short answer

No surprises. No vague answers.

The cost of advice depends on what you need and the work involved. Some advice areas may also involve a payment from a provider. Before we proceed, we explain what applies to your situation, who pays it, and when it is paid.

Ask a question about cost
Advice fee

A fee agreed with you

Where a fee applies, we discuss the scope of work and expected cost before you make a decision. If the work changes, we explain what has changed and why.

Provider payment

Where it may apply

For some advice, a provider may pay us. We explain this clearly, including any relevant arrangements or conflicts, before you act on our advice.

What you can expect

A conversation you can follow.

  • We explain the expected cost before you decide whether to proceed.
  • We tell you if a provider may pay us in connection with the advice.
  • We explain any arrangement that could reasonably matter to your decision.
  • You can ask us to talk through the explanation in plain language at any time.
Need more detail?

Read the full disclosure.

Disclosure statement