Crafted Financial Planning
RIAState Registered
Total AUM
$9.5M
Discretionary
$9.5M
100% of AUM
Avg account
$161K
Accounts
59
Employees
2
Advisory reps
1
Firm details
- Headquarters
- ,
- CRD number
- 329597
- Website
- craftedplanning.com
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI68.11%
- Individuals29.24%
- Pension & Profit Sharing Plans2.66%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Crafted Financial Planning is a small, independent LLC operating as a state-registered RIA in Arizona. The firm is owned by an individual advisor and focuses on individual and family clients, providing financial planning and portfolio management for individuals, small businesses, and select business or institutional accounts. Its client billing combines asset-based fees and fixed-fee engagements. The firm does not identify as an ESG investor and is not positioned as a multi-state adviser or a capital allocator.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities80%
- Public Funds/Mutual Funds17%
- Cash & Cash Equivalents3%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Primary office
, null
Location
, null
Headquartered in , null.
- Office locations