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Crystal + McMahon - Financial Advisor in Tacoma, WA

Paladin Research Report For:

Crystal McMahon

Great Life Investing LLC

CFP® EA
4424 6th Ave.
Tacoma, WA 98406
253-358-6109
Visit Website
https://greatlifeinvesting.com

About Crystal McMahon

Wealth Management, Financial Planning, Tax Services and Investment Management for Successful Professionals, Business Owners and Retirees.

See Disclosures

General Information

Firm Start Year
  • 2020
No. of Employees
  • 2-4
CRD#
  • 1191470
Firm CRD#
  • 310681
States Licensed in
  • WA
Years of Experience in Financial Services
  • 10
Number of Years with Current Firm
  • 3
Work Experience
  • Crystal's diverse background includes ownership of multiple small businesses, high-level commercial real estate and management positions, and over a decade of wealth management experience supporting successful multi-generational families. She 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 added Certified Financial Planner and Enrolled Agent to her list of credentials.

    Financial Planning, Tax and Advisory Services provided by Great Life Planning LLC, a Washington Registered Investment Advisor.
Work with the following types of clients
  • Businesses, Individual Investors, Non-Profit Organizations
Foreign Languages Serviced
  • English
Advisory Services Provided
  • Retirement Planning, Portfolio Management, Financial Planning, Estate Planning & Trusts, Investment Advice & Management, Financial Advice & Consulting, Tax Advice and Services, 401K Rollovers, Wealth Management, Money Management, Risk Management, Financial Planning for Businesses, Financial Planning for Individuals, Education Funding and Planning

Compliance

Registered Investment Advisor
  • Yes
Investment Advisor Representative
  • Yes
Acknowledged fiduciary
  • Yes
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

Advisor's Number of Clients
  • 35
Advisor's Number of Managed Clients
  • 30
Advisor's Number of Planning Clients
  • 5
Assets Managed by Advisor
  • $16,000,000

Compensation and Fees

Fee Structure
  • Fee-Only
Minimum Portfolio Size for New Managed Accounts
  • $250,000
Compensation Methods
  • Flat Fee, Hourly, Based on Assets
Minimum Fee Charged for Managed Accounts
  • $2,500
Minimum Fee Charged for Hourly Planning Accounts
  • $150

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-great-life-investing-llc-detailed-disclosure

Disclaimer

Financial Planning, Tax and Investment Advisory Services provided by Great Life Investing LLC, a Washington State Registered Investment Advisor.

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  • Office Address
    12150 Monument Drive, Suite 700
    Fairfax, VA, 22033
  • Telephones
    Tel: 703-651-2060
    Fax: 703-259-4487
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