Stonecrest Advisors, Inc.

Stonecrest Advisors, Inc. is a registered investment adviser based in Austin, TX, wholly owned by Stonecrest Holdings, LLC. The firm offers discretionary portfolio management services, requiring clients to grant discretionary authority for account management. Stonecrest may also provide non-discretionary portfolio management services upon client approval. The firm may invest client assets in model portfolios developed by unaffiliated investment managers, offering varying risk tolerance strategies. Stonecrest may use model portfolios developed by Envestnet, Inc. or other sub-advisers on a discretionary basis. The firm charges an annual portfolio management fee ranging from 0.50% to 2.0%, payable monthly based on account value. Financial planning services are also available, typically charged a fixed fee with a maximum of $2,500. Stonecrest Advisors, Inc. does not accept performance-based fees or engage in side-by-side management. The firm serves individuals, small businesses, corporate pension plans, trusts, estates, and charitable organizations. Stonecrest Advisors, Inc. does not have any disciplinary disclosures and does not vote client securities. Clients receive account statements from the custodian at least quarterly. The firm does not have custody of client funds and maintains strict privacy policies. Stonecrest Advisors, Inc. does not vote client securities and does not participate in class action lawsuits on behalf of clients. Clients are encouraged to consult with tax professionals before making IRA rollover decisions.