Crawford Financial Planning & Consulting

Crawford Financial Planning & Consulting

Founded in 1984, Crawford Financial Planning & Consulting established itself in California's Central Valley as an independent advisory practice. The firm's fee-only model removes commission-driven conflicts, aligning compensation directly with the advisory, planning, and portfolio-management services it provides to individuals, pension plans, trusts, and corporations. The firm offers investment advisory services, financial planning, and portfolio management. Its client base spans individual retail investors and institutional accounts including pension plans and trusts, suggesting a diversified revenue base across both household and fiduciary relationships. The firm's website emphasizes a comprehensive planning approach rather than a single-product or asset-class specialization. Headquartered in Modesto, the firm has maintained a single-office footprint for over four decades. Team size and assets under management are not publicly disclosed. The firm's independence and longevity in a consolidating industry are notable, though the absence of publicly named principals or published growth metrics limits external benchmarking. Crawford Financial Planning & Consulting's structural differentiator is its uninterrupted fee-only posture since 1984 — predating the fiduciary-rule debates that later reshaped much of the wealth-management industry. That early commitment to a conflict-free model, combined with a stable regional presence, distinguishes it from firms that migrated to fee-only structures reactively.