Crutchfield Advisors, Inc.

Crutchfield Advisors, Inc. (CRD# 174252) is a financial advisory firm headquartered in Apex, NC. They manage $52,000,000 in 171 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    52
    MILLION
  • Total Number of Accounts
    171
    ACCOUNTS
  • Average Account Value
    $304,094
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

NC

Financial Advisors at Crutchfield Advisors, Inc.
Showing 1 - 2 of 2 top financial advisors.
1
Wayland A. Crutchfield
CRD#: 1377583
2201 Candun Drive, Suite 203, Apex, NC 27523
96
Wealthminder
score

Wayland Crutchfield (CRD# 1377583) is an Investment Advisor Representative working at Crutchfield Advisors, Inc. in Apex, NC and has over 32 years of experience in the finance industry. Wayland Crutchfield has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Carolyn C. Wasdell
CRD#: 5190864
2201 Candun Drive, Suite 203, Apex, NC 27523
93
Wealthminder
score

Carolyn Wasdell (CRD# 5190864) is an Investment Advisor Representative working at Crutchfield Advisors, Inc. in Apex, NC and has over 11 years of experience in the finance industry.

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