Eleanor Kessler
Managing principal and senior wealth adviser
A CFP® and CPWA® professional with 17 years guiding retirees, executives and business owners through fee-only wealth transitions, from the first written plan to the sale of a company.
Fee-only fiduciary advice · Charlotte
Tax-aware wealth planning, shaped around one family
Building wealth takes decades; keeping it through retirement, a business sale and changing tax law takes a coordinated plan. Alder Crown Advisory is paid only by its clients, so it sits on one side of the table.
Planning and advisory
Retirement projections, tax-efficient portfolios, equity compensation modelling and legacy coordination, taken as ongoing management or as a standalone flat-fee plan.
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Comprehensive financial plan
One written plan covering cash flow, retirement, tax, insurance gaps and estate titling.
$3,200 flat fee
Comprehensive financial plan details -
Ongoing wealth management
Discretionary, low-cost portfolios with rebalancing and tax-loss harvesting.
0.75%–0.95% of assets, tiered
Ongoing wealth management details -
Retirement income strategy
A withdrawal order, Roth conversion timing and a Social Security claiming age.
$1,950 standalone, or included in management
Retirement income strategy details
A fiduciary duty on every account
Brokerage representatives can move between advisory accounts and commission-paying products. As an independent Registered Investment Advisor, Alder Crown Advisory owes a fiduciary duty at all times and sells no proprietary funds, annuities or insurance policies. Client assets stay in the client’s own name at an independent institutional custodian, and every fee is set out in writing before an agreement is signed.
Inside the advisory suite
The lobby, the meeting rooms and the reference shelves where plans are prepared. No client, statement or holding appears in any of them.
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The marble lobby clients cross on the way up to the suite. -
Coloured glass in the door that opens onto the planning room. -
Reference volumes kept to hand for tax and estate questions.
CFP®, CFA® and CPA/PFS advisers
Four credentialed advisers lead the six services together, and one of them stays with each family from the discovery conversation onward.
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Curtis Amory
Senior tax and retirement planning adviser
Holds both the CPA/PFS and CFP® credentials and specialises in multi-year Roth conversions, the taxation of RSUs and ISOs, and the order in which retirement accounts are drawn down.
Reflections from advisory families
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We hired them for one thorough flat-fee plan, and there was no pressure at any point to hand over our accounts. It found an out-of-date beneficiary designation and ended with a plain checklist.
Theo R.
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Moving from thirty-four years of salary to living off a portfolio felt daunting until we could see a five-year income runway, with the Roth conversion window mapped out ahead of age 73.
Simone H.
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Seeing the advisory fee in plain dollars, with no commission anywhere behind it, is what lets us relax. Our old bank adviser never stopped pitching annuities.
Elliot E.
Fiduciary questions
What does fee-only mean here?
No commission, revenue share or referral fee from any fund company, insurer or broker. The written fee the client agrees is the only pay.
Is there an asset minimum?
Ongoing management suits households with about $500,000 or more to invest. The flat-fee plan and equity compensation work carry no minimum at all.
Is a one-time plan possible?
Yes. A flat-fee plan comes with a written implementation checklist and no obligation to continue; half the fee is credited if management follows within six months.
What should be brought to a first conversation?
Only the two or three questions most on your mind. Documents come later, through a secure encrypted portal.
Begin with a discovery conversation
It carries no charge, and it ends either with a written proposal and fee worth agreeing or a clear statement that none of the six mandates fits.