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CRONE WEALTH MANAGEMENT
Crone Wealth Management, PLLC is a state-registered investment adviser. It has one employee and one investment adviser. The firm is based in New York.
Overview
Crone Wealth Management, PLLC is a state-registered investment adviser. It has one employee and one investment adviser. The firm is based in New York.
General information
Firm type
Multi Family Office
Location
Region
North America
Country
United States
City
Houston
Corporate office
Houston, TX, United States
Frequently asked questions
How does Crone Wealth Management charge for its services?
The firm operates on a fee-only basis, charging clients a percentage of assets under management or fixed retainer fees. This model eliminates commissions and product-sales incentives, aligning advisor compensation with client portfolio performance and financial planning outcomes rather than transaction volume.
Is tax preparation included in the firm's services, or handled by a separate CPA?
Tax planning and preparation are integrated into the firm's core service model, which is unusual among RIAs. Having CPAs and investment advisors under the same PLLC roof allows portfolio decisions—realizing gains, harvesting losses, sequencing withdrawals—to be coordinated directly with annual tax filings and multi-year planning.
What is the typical client profile for Crone Wealth Management?
The firm serves high-net-worth families and individuals, with a particular focus on those who require coordinated investment, tax, and estate planning. Clients often include business owners, professionals with concentrated equity positions, and multi-generational families managing trust and legacy structures.
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