Crystal Rau, CFP®, AAMS®, CRPC® Beyond Balanced Financial Planning LLC

About Crystal Rau, CFP®, AAMS®, CRPC®

I started Beyond Balanced because my passion is to help people take the confusion and anxiety out of financial planning. Having spent over a decade in the wealth management industry, and experiencing it from a woman’s point of view, it can be intimidating and overwhelming for the average investor who just wants to do well and wants someone looking out for their best interests.

Beyond Balanced is focused on helping others become good stewards of their wealth and implementing a sound financial plan in a manageable manner. I make my services accessible and affordable because I believe regardless of your income, assets or circumstances, we all deserve a partner in our corner to provide unbiased financial advice.

In addition to having a BBA from Texas A&M University Corpus Christi, I earned my MBA in finance from The University of Texas at El Paso and hold the designations of CFP®, AAMS®, and CRPC®. I grew up in a military family, married a military man, and still speak quite a bit of Japanese thanks to one of our prior duty stations. I currently reside in Midland, Texas with my husband Seth, our twin boys, and our sassy little girl. You can find more about me on LinkedIn.

Contact this advisor

Ideal Clients

  • Christian Faith Based
  • Dual Income Family
  • Gen Y/Millennials
  • Young Professionals

Ways Advisor Charges

  • Monthly Fee
  • Quarterly Fee
  • Flat Fee
  • Hourly
  • Assets Under Management

Fee Options

  • Monthly Fee: $180/mo
  • Quarterly Fee: $540/qtr
  • Flat Fee: $2500/engagement
  • Hourly Fee: $125/hr
  • Assets Under Management: 0.95%

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