CrystalMcMahon- Financial Advisor Tacoma, WA

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About Crystal McMahon

Founded in 2013, our firm has always been driven by five pillars of value: honesty, transparency, communication, collaboration, and the utilization of technology. Our experienced professionals use cutting-edge software in tandem with our deep industry expertise and network to provide personalized financial solutions to our clients. We specialize in tax, cash flow, and retirement planning, and we do so in order to provide our clients with the comfort and peace of mind they need to feel confident in their financial futures. As fiduciaries, one of our primary goals is to educate our clients so that they can have the knowledge to make informed decisions about their financial lives. We want our clients to understand the associated risks and rewards that come with each of our recommendations in their financial plans, and once they gain an understanding of how complex financial systems operate, we want them to feel empowered to execute those plans.

See Disclosures

General Information

Firm Start Year

2013

No. of Employees

10-19

CRD#

1191470

Firm CRD#

168744

Years of Experience in Financial Services

Number of Years with Current Firm

Work Experience

Crystal holds a Bachelor of Science in Organizational Leadership with an emphasis on Accounting and Economics, and to better help her clients navigate complex financial and tax situations, she became a Certified Financial Planner CFP(R) and Enrolled Agent, Admitted to Practice before the I.R.S.

Work with the following types of clients

Businesses, Individual Investors

Foreign Languages Serviced

English

Advisory Services Provided

Investment Advice & Management, Estate Planning & Trusts, Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Planning for Individuals, Financial Planning for Businesses, Financial Advice & Consulting, Tax Advice and Services

Compliance

Investment Advisor Representative

Acknowledged fiduciary

Compliance Disclosures in Last 5 years

I have a clean record

Criminal Disclosures in Last 5 years

I have a clean record

Qualifications & Membership

Certifications, Accreditations & Designations

CFP^®, EA

Securities Licenses

Series 65

Firm Information

Assets Managed by Firm

$300 Million

Advisor's Number of Clients

Advisor's Number of Managed Clients

Advisor's Number of Planning Clients

Assets Managed by Advisor

$18,000,000

Compensation and Fees

Fee Structure

Fee-Only

Minimum Portfolio Size for New Managed Accounts

$300,000

Compensation Methods

Based on Assets, Hourly, Flat Fee

Minimum Fee Charged for Managed Accounts

Minimum Fee Charged for Hourly Planning Accounts

Education

B.S. Organizational Leadership - Finance, Economics and Accounting

Colorado State
2010 -2012

Disclosures

PaladinRegistry.com provides referrals to financial professionals. PaladinRegistry.com is not a current client of advisor or advisory services. Financial professionals pay cash compensation for these referrals, which creates the incentive for PaladinRegistry.com to make these referrals, resulting in a conflict of interest.

Additional Detailed Disclosures
https://www.paladinregistry.com/disclosure/1891659/paladinregistry-Arrowroot-Family-Office-detailed-disclosure.html

Disclaimer

Arrowroot Family Office LLC is a registered investment adviser with the U.S. Securities and Exchange Commission (SEC). Registration with the SEC does not constitute an endorsement by the SEC, nor does it imply that AFO has attained a certain level of skill or ability. Content should not be construed as legal or tax advice, AFO is not engaged in the practice of law or accounting.

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Paladin Research Report For:

Crystal McMahon

Arrowroot Family Office