# Crawford Financial Planning & Consulting

Crawford Financial Planning & Consulting is a Bank / Wealth / Trust based in Modesto, US.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Modesto, US
- **Region:** North America
- **Address:** Modesto, CA, United States
- **Founded:** 1984
- **Assets under management:** Undisclosed
- **Website:** crawfordfp.com

## Regulatory record

- **CRD number:** 134936
- **SEC file number:** 801-123570
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/134936

## About

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. 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.

## Questions

### Is Crawford Financial Planning & Consulting a fee-only or commission-based advisor?

The firm operates on a fee-only basis. This means it does not accept commissions or sales-based compensation from financial products, which removes the incentive to recommend higher-commission investments over client-aligned options. The firm has maintained this model since its founding.

### Does Crawford Financial Planning & Consulting manage assets for institutional clients?

Yes. The firm's stated client categories include pension plans and corporations alongside high-net-worth individuals and trusts. Its registration as an investment advisor authorizes it to manage assets for both retail and institutional entities.

### Does the firm publish its assets under management or team size?

No. Crawford Financial Planning & Consulting does not publicly disclose AUM or the number of professionals on staff. As a private advisory firm, it is not required to release these figures beyond regulatory filings, and no recent public data on its scale is available.

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Last updated: 2026-08-11T02:43:31.692Z

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