Financial Advisors for Crypto Investors
Crypto isn’t just a speculative asset class anymore — it’s part of your real financial life. A crypto-focused advisor can help you plan for taxes, minimize risk, and make smarter decisions about your digital assets.
Need to outsource something else? Search for proactivefractional CFOandaccountantson Sam’s List too. Make sure to check the reviews, it’s one of the most important parts of your vetting process!
Need to outsource something else? Search for proactivefractional CFOandaccountantson Sam’s List too. Make sure to check the reviews, it’s one of the most important parts of your vetting process!
Financial Advisors
2 Client Reviews
"Our family has been working with Ryan and Hundred Financial Planning for the past year. During our first conversation, he asked the question, "what do you hope to get out of this relationship?" My response was something along the lines of "I want to have confidence that we're doing the 'right' things with our money." As I look back on the last year, I have never been more confident that we are doing just that.
What I'm most grateful for, however, is that because of Ryan's approach, our conversations have been FAR more valuable than simply checking a box. Ryan is wise, thoughtful, and has a knack for guiding conversations around complicated topics in a way that feels both approachable and strategic.
What I'm most grateful for, however, is that because of Ryan's approach, our conversations have been FAR more valuable than simply checking a box. Ryan is wise, thoughtful, and has a knack for guiding conversations around complicated topics in a way that feels both approachable and strategic.
1 Client Reviews
"Can’t say enough about how Matt helped me throughout the years in wealth management and planning for retirement."
We strive to transform worry and stress into confidence and peace through careful planning delivered consistently while ensuring we’re accessible when you need us.
Balance Wealth isn’t just about managing finances; it’s about architecting equilibrium in your life. With our human-centered approach to financial planning, we aim to guide you towards this equilibrium. We’ll join you on your journey where balance, wealth, and a fulfilling life converge. We want to serve good, caring people who want to make a difference in this world and the lives of others – and we value that above the numbers on a page or dollars in an account.
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Do Crypto Investors Need a Financial Advisor?
Yes — especially if you’ve made significant trades, hold large positions, or interact with DeFi, NFTs, or staking. A financial advisor with crypto experience helps you:
Track and report taxes accurately, including staking, mining, and swaps.
Avoid penalties and keep compliant with IRS rules around digital assets.
Diversify beyond crypto to protect against market volatility.
Balance your portfolio between traditional and digital investments.
Secure your holdings with cold storage and security best practices.
Integrate crypto into life plans, like retirement, a home purchase, or inheritance.
If you’re serious about crypto as part of your wealth strategy, a qualified advisor can help you build around it — not just bet on it.
Track and report taxes accurately, including staking, mining, and swaps.
Avoid penalties and keep compliant with IRS rules around digital assets.
Diversify beyond crypto to protect against market volatility.
Balance your portfolio between traditional and digital investments.
Secure your holdings with cold storage and security best practices.
Integrate crypto into life plans, like retirement, a home purchase, or inheritance.
If you’re serious about crypto as part of your wealth strategy, a qualified advisor can help you build around it — not just bet on it.
FrequentlyAsked Questions
What is a crypto financial advisor?
A financial advisor who understands crypto tax law, portfolio strategy, and digital asset security. They help you make informed decisions around Bitcoin, Ethereum, DeFi, NFTs, and other tokens.
How much does a crypto advisor cost?
Most charge $200–$300/hour or a flat monthly rate. Some charge based on assets under management (AUM). Look for fee-only, fiduciary advisors to avoid conflicts of interest.
Do I need an advisor if I only trade crypto occasionally?
If your trades are minimal, you may not need full-time support — but tax guidance alone can often save you more than the cost of working with an advisor.
What certifications should a crypto advisor have?
Look for CDAA (Certified Digital Asset Advisor) or CBDA credentials. A CPA or CFP® who partners with a crypto tax expert is also a strong choice.
Where can I find crypto-friendly advisors?
Use sites like XY Planning Network, Wealthtender, or FeeOnlyNetwork. Many advisors offer virtual consultations across state lines, so you don’t need someone local.
Not sure who’s right for you as a crypto investor? Answer a few quick questions, and we’ll introduce you to someone who fits.
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