Flat Fee Investment Advice & Financial Planning

I design the blueprint. You own the execution.

No AUM fees. No products. No commissions. For a transparent flat fee, I’ll help you build an optimized portfolio and a comprehensive financial plan.

I partner with self-directed investors with $1M+ to unify investment strategy and financial planning into a single, cohesive roadmap. Together, we shift your balance sheet from complexity to elegant simplicity—designing a tax-efficient portfolio using low-cost index funds and prioritizing your cash flows to maximize long-term, after-tax wealth.

Clear, expert guidance - without paying an advisor for assets you already own.

Contact Andy

Duke University • Kellogg MBA • Bain & Company

About Me

Andy Crewson

I'm convinced that most people are leaving significant money on the table, and I detest asset under management (AUM) fees that quietly drain a portfolio year after year. I founded Crewson Financial to help people optimize their financial lives while charging on a transparent, flat-fee or hourly basis — the exact model I told my wife to seek out if something were to happen to me.

Outside of my financial advisory work, I'm a business executive with experience leading companies across multiple industries. I previously worked as a management consultant at Bain & Company, where I advised corporations on growth, cost optimization, and M&A strategy.

I graduated magna cum laude from Duke University with a B.S. in Economics, and I earned my MBA from Northwestern University’s Kellogg School of Management, graduating with distinction in the top 10% of my class. My favorite class in business school was “Financial Strategy and Taxes.” Yeah…I was that guy.

I live in Ponte Vedra, FL with my wife and our three amazing kids. When I'm not playing every sport imaginable with them, you can find me running (usually while listening to finance podcasts) or fiercely cheering on the Duke basketball team.