Disclosures

From time to time, representatives of Crown Advisors, LLC and its affiliated entities may be quoted in or featured by third-party media outlets, financial publications, or online platforms. Any such appearances reflect independent editorial decisions made by those publications and are not paid placements, sponsored content, or advertisements unless explicitly labeled as such.

Crown Advisors, LLC, Crown Private Wealth, LLC, and Crown Insurance Advisors, LLC did not compensate any third-party publication or media outlet in exchange for editorial coverage. No endorsement of the firm, its services, or any specific investment strategy should be inferred from any media mention or publication feature.

These appearances are provided for informational purposes only and do not constitute investment advice. Past media coverage is not indicative of future results, performance, or ongoing media relationships.

Insurance services are provided by Crown Insurance Advisors, LLC, a licensed insurance agency operating in North Carolina and South Carolina. Crown Insurance Advisors, LLC is affiliated with Crown Private Wealth, LLC (a registered investment adviser) through their common ownership under Crown Advisors, LLC.

When Crown Insurance Advisors, LLC or its representatives recommend and/or sell insurance products — including but not limited to life insurance, annuities, long-term care insurance, and disability insurance — they receive commissions paid by the insurance carrier. The amount of compensation may vary depending on the type of product, the carrier, and the specific policy selected.

This compensation structure creates a conflict of interest. Representatives have a financial incentive to recommend insurance products and may have a further incentive to recommend certain products over others based on the compensation received. Crown Private Wealth, LLC, as a fiduciary, is committed to acting in clients' best interests; however, clients should be aware of this conflict when receiving insurance recommendations.

Clients are not required to purchase any insurance product through Crown Insurance Advisors, LLC and may obtain insurance through any provider of their choosing. Purchasing insurance through Crown Insurance Advisors, LLC is entirely voluntary.

For specific information regarding compensation received in connection with any insurance recommendation, please contact your advisor directly.

Crown Advisor Group, LLC and its affiliated entities — Crown Private Wealth, LLC and Crown Insurance Advisors, LLC — offer a complimentary financial assessment at no charge to prospective clients. While there is no fee associated with the assessment, it is designed and intended to result in the individual(s) establishing a formal advisory and/or insurance relationship with one or more of these entities.

No obligation is created by scheduling or participating in the complimentary assessment. Prospective clients are under no requirement to engage any services or purchase any products as a result of the assessment.

The complimentary assessment is general in nature and is based solely on the information provided by the prospective client during the consultation. It does not constitute personalized investment advice, a solicitation to buy or sell any security, or a recommendation of any specific insurance product. Personalized investment advice is only provided upon execution of a formal Investment Advisory Agreement with Crown Private Wealth, LLC.

Crown Private Wealth, LLC is a registered investment adviser. Crown Insurance Advisors, LLC is a licensed insurance agency that receives commissions when insurance products are sold. These affiliations represent potential conflicts of interest that prospective clients should consider when evaluating recommendations made during or following the assessment.

Participation in the complimentary assessment does not guarantee any specific financial outcome or result.