Advisor at Crandell Financial Planning, LLC
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Firm
Crandell Financial Planning, LLC
Location
Bristol, TN 37620
Credentials
CFP®, Series 66
Industry experience
22 years
Dirk Crandell is the managing member of Crandell Financial Planning, LLC, an independent advisory firm based in Bristol, TN. He holds the CFP® designation and Series 66 registration, with 22 years of industry experience. Prior to founding his firm in 2002, he worked at Light Milling Company, Inc. for 34 years. In addition to his advisory role, he is a licensed independent health and life insurance agent focusing on Medicare supplement insurance, life insurance, and other health and accident products. Crandell Financial Planning, LLC provides personalized financial planning, retirement planning, and investment management services to individuals, small businesses, trusts, and estates. The firm employs a long-term investment approach grounded in Modern Portfolio Theory, emphasizing strategic asset allocation, broad diversification, and a buy-and-hold strategy using low-cost mutual funds and ETFs.
Based on Crandell Financial Planning, LLC
Based on Crandell Financial Planning, LLC
Fixed fees for financial planning based on project scope, complexity, and time estimates; retainer up to $500
$0 - $99,999: 1.0% annually (equities, mutual funds, assets not treated as fixed income) $100,000+: 0.5% - 1.0% annually (equities, mutual funds, assets not treated as fixed income) $0 - $499,000: 0.5% annually (bonds, cash equivalents, assets treated as fixed income) $500,000+: 0.25% annually (bonds, cash equivalents, assets treated as fixed income)
Commission fees on insurance products sold by the managing member as a licensed insurance agent
$200/hour (negotiable) for financial planning services
Account minimum: $15,000 Minimum fee: $200 annual minimum fee for accounts under $15,000
300 Beecham Street
Bristol, TN 37620
Tennessee
Crandell Financial Planning, LLC
2002 - Present (24 years)
Light Milling Company, Inc.
1982 - 2016 (34 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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