CRANDELL FINANCIAL PLANNING, LLC

Overview

Crandell Financial Planning, LLC is organized as a limited liability company and operates as an independent registered investment adviser focused on individual and family clients. The firm provides comprehensive financial planning, discretionary portfolio management for individuals and small businesses, and acts as a selector of outside managers when clients need access to specialized strategies. FINTRX identifies the firm as a capital allocator, which signals it places client capital with third‑party managers in addition to managing portfolios directly. Revenue is generated through a mix of hourly and fixed fees alongside commissionable sales and other charge structures, consistent with a hybrid model that can combine fee-based planning with product distribution. The firm is not listed as an active ESG investor, does not present itself as a multi‑state adviser, and is not described as a pension consultant or related adviser. FINTRX also shows an industry affiliation with an insurance company, which aligns with the firm’s use of annuities in client solutions.

Assets & Accounts

Investments & Alternatives