Cresta Advisors

About Cresta Advisors

<p>Independent and fee-only, Cresta Advisors is a Registered Investment Adviser founded in 2013 and headquartered in Laredo in South Texas near the U.S.–Mexico border. The firm reports $0.5B in AUM as of 2026.</p> <p>Cresta works as a fiduciary and operates without commissions or transaction-based compensation. The firm advises individuals, high-net-worth families, business owners, working professionals, and international clients with planning built around each client’s goals.</p> <p>For retirement plans, Cresta supports employer-sponsored plan work and offers both 3(21) and 3(38) services as a <a href="/plan-advisors">plan advisor</a>. It also advises on business 401(k) strategies and works with public funds.</p> <p>Clients use Cresta for straightforward planning and ongoing investment management, with an emphasis on clear communication and long-term relationships.</p> <ul> <li>3(21) co-fiduciary retirement plan advisory</li> <li>3(38) investment manager services</li> <li>401(k) plan strategy support for businesses</li> <li>Retirement, estate, and education planning</li> <li>Investment management and tax advisory coordination</li> </ul>

Website: https://crestaadvisors.com/

Founded: 2013