Crawford Financial Planning & Consulting
Modesto, California
Crawford Financial Planning & Consulting, headquartered in Modesto, CA, is a reputable investment advisory firm with a strong presence in the industry. With a team of two dedicated professionals, they offer expert financial planning and consulting services to a diverse clientele. Gregory Crawford, one of the firm's longest-tenured registered advisors, has been instrumental in providing valuable insights and guidance since joining in 2016. The firm boasts an impressive track record, managing an average of approximately $339,220,000 in assets under management per investment advisor, significantly surpassing the industry average. Th...
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Assets Under Mgmt

$111.04M

Investment Professionals

1

Locations

0

% 401K & Individual

33%

% Discretionary

100%
Compensation Structure
A percentage of assets under your management
Hourly Charges
Fixed Fees
Services Provided Section
Financial Planning Services
Portfolio management for individuals and/or small businesses
Other: CONSULTING
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