CRAWFORD FINANCIAL PLANNING & CONSULTING

Overview

Crawford Financial Planning & Consulting is an independent registered investment adviser operating as a sole proprietorship and focused on individual and family clients. The firm provides financial planning and discretionary portfolio management aimed at individuals and small businesses. Its fee model is flexible, combining a percentage-of-AUM option with hourly and fixed-fee engagements to accommodate one-off planning work as well as ongoing advisory relationships. The firm does not present itself as a capital allocator or a pension consultant and reports it is not an active ESG investor. Crawford Financial Planning & Consulting appears structured to deliver personalized advice rather than to run large institutional mandates or third-party alternative investment programs.

Assets & Accounts

Investments & Alternatives

Location & Offices