# Cradle to College Financial

Cradle to College Financial is an Asset Manager.

## Overview

- **Organization type:** Asset Manager
- **Assets under management:** Undisclosed
- **Website:** cradletocollegefinancial.com

## Regulatory record

- **CRD number:** 338930
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/338930

## About

CRADLE TO COLLEGE FINANCIAL, LLC is a state-registered investment adviser. It has one employee and one investment adviser.

## Sectors

- Education

## Questions

### Does the firm advise only on college funding, or does it cover K-12 education as well?

Its planning spans private K-12 tuition, undergraduate expenses, and graduate or professional degree funding. The firm coordinates with estate plans that earmark trust distributions for education at any level, not only post-secondary.

### Are there minimum asset or fee thresholds to work with the firm?

No public disclosures are available on client minimums or fee schedules. Firms in this niche tend to serve either high-net-worth families with complex planning needs or a broader middle-market client base paying flat planning fees, but Cradle to College Financial's specific model is not published.

## Related profiles

- [CPA Advisory Services, P.C.](https://altss.com/profile/cpa-advisory-services-pc)
- [Create My Wealth](https://altss.com/profile/create-my-wealth-llc)

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Last updated: 2026-07-11T03:48:10.000Z

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