Crafted Financial Planning

Overview

Crafted Financial Planning is a small, independent RIA organized as an LLC that serves individuals and families with a mix of financial planning and discretionary portfolio management. The firm runs a boutique, advice-first practice that tilts heavily toward equity exposure and uses fee models that include a percentage of AUM and fixed fees. Advisory services explicitly include comprehensive financial planning and portfolio management for individuals, small businesses and other business or institutional clients. Investment activity centers on exchange-traded equities as the dominant allocation, with the firm favoring liquid, tradable instruments for portfolio construction. The practice is not positioned as an institutional pension consultant or a multi-state adviser and does not present itself as an ESG-focused allocator. Given the scale and client base, the firm appears to operate a hands-on relationship model with personalized plan-driven portfolios rather than a mass-market or product-distribution approach.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices