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.
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 solve these problems. I help my clients 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.
Services
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Mid-Career Blueprint
Designed for professionals aged 30-50 who know that critical wealth decisions made now carry six-to-seven figure consequences when compounded long term. Consequential questions are top of mind: Am I missing critical tax strategies? How should I prioritize my surplus cash flow? How am I tracking toward retirement?
This personalized blueprint captures those efficiencies, ensuring your savings work relentlessly to achieve your goals and accelerate your path to financial independence.
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Retirement Blueprint
Designed for retirees and those within five years of retirement who want to transition from building wealth to safely enjoying it with confidence and clarity. High-stakes questions naturally loom large: Do I have enough? How much can I safely spend? How do I protect what I’ve built?
This customized blueprint coordinates your entire financial picture into a structured roadmap, ensuring your wealth supports your lifestyle goals and preserves your legacy.
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Ongoing Advisory
Designed for households who have completed a comprehensive blueprint and want year-round assistance. Financial planning is never finished. New questions continuously emerge: Which specific assets should I buy/sell to rebalance my portfolio? Does a change in my marginal tax rate open new opportunities? What refinements are needed when tax laws change?
An ongoing relationship ensures your financial ecosystem remains optimized as your life and the markets evolve.
My goal is to give you a blueprint that is so clear and actionable that you can confidently fire me when we're done. This business model won't impress my Kellogg professors, but it’s all that many self-directed investors need.
For people who value a continuous relationship - my ongoing advisory services are available.
Don’t see what you are looking for? Contact Andy to discuss the possibility of a custom engagement.