# Crandell Financial Planning

Crandell Financial Planning is an Asset Manager.

## Overview

- **Organization type:** Asset Manager
- **Assets under management:** Undisclosed

## Regulatory record

- **CRD number:** 116705
- **Registration status:** Registered
- **Latest Form ADV filing:** 2026-03-03T00:00:00.000Z
- **Reports private funds:** No
- **Private funds reported:** 0
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/116705

## About

Crandell Financial Planning, LLC is a state-registered investment adviser in Bristol, TN. It has one employee and one investment adviser. The firm is based in Bristol, TN.

## Questions

### What service model does Crandell Financial Planning use?

The firm operates on a comprehensive financial planning model that integrates investment management with tax, retirement, and estate planning disciplines. The financial plan serves as the organizing framework for all advice, rather than any single investment product or strategy. This advisory structure is typical of independent RIAs competing on planning depth rather than proprietary offerings.

### Is Crandell Financial Planning a fiduciary?

As a registered investment advisor, the firm is subject to the fiduciary standard under the Investment Advisers Act of 1940. This requires the firm to act in the best interest of its clients, placing client interests ahead of the firm's own. The standard differs materially from the suitability standard that governs broker-dealers.

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Last updated: 2026-06-03T20:00:00.000Z

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