Crawford Financial Planning & Consulting's Form ADV discloses 1.00% on the first $750,000 and 0.80% on assets above $750,000. See complete fee breakdown ↓
Yes. As an SEC-registered investment advisor (CRD #134936), Crawford Financial Planning & Consulting is subject to fiduciary duty under federal law.
Crawford Financial Planning & Consulting is headquartered in MODESTO, CA.
Crawford Financial Planning & Consulting serves 43 high-net-worth clients according to their SEC filing dated February 18, 2026. View client details ↓
According to their SEC Form ADV, Crawford Financial Planning & Consulting offers financial planning and portfolio management for individuals. View all service details ↓
Crawford Financial Planning & Consulting manages $172 million in client assets according to their SEC filing dated February 18, 2026.
According to their SEC Form ADV, Crawford Financial Planning & Consulting serves high-net-worth individuals. View client details ↓