# Cresta Advisors
Source: https://planprovider.pro/provider/cresta-advisors

> 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…

Retirement Plan Advisor

Laredo, TX

## 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/](https://crestaadvisors.com/)

Founded: 2013

## Office Locations

- Laredo, TX (Headquarters)

## Services Offered

- 3(21) Investment Advisor

- 3(38) Investment Manager

## Client Statistics (2026)

- Total Clients: 0

- Total AUM: $533.1M

## Other Retirement Plan Advisors in TX

- [Assuredpartners Investment Advisors](https://planprovider.pro/provider/assuredpartners-investment-advisors) - Tampa, FL

- [Bellwether Investment Group, LLC](https://planprovider.pro/provider/bellwether-investment-group-llc) - Chattanooga, TN

- [Innovative Wealth Building LLC](https://planprovider.pro/provider/innovative-wealth-building-llc) - California, MD

- [Brighton Jones LLC](https://planprovider.pro/provider/brighton-jones-llc) - Seattle, WA

- [Buchanan Wealth Management](https://planprovider.pro/provider/buchanan-wealth-management) - Nacogdoches, TX

- [Cary Street Partners](https://planprovider.pro/provider/cary-street-partners) - Richmond, VA

- [401k Plan Advisor LLC](https://planprovider.pro/provider/401k-plan-advisor-llc) - Fort Worth, TX

- [William Madison Advisors, Inc.](https://planprovider.pro/provider/william-madison-advisors-inc) - Abilene, TX

- [Intersect Capital LLC](https://planprovider.pro/provider/intersect-capital-llc) - San Ramon, CA

- [Dreher Investment Services, Inc.](https://planprovider.pro/provider/dreher-investment-services-inc) - San Angelo, TX

[View full interactive profile on PlanProvider.Pro](https://planprovider.pro/provider/cresta-advisors)

&copy; 2026 PlanProvider.Pro