Crafted Financial Planning
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$9,250,800
Clients
16
25% high-net worth
Advisors
1
of 2 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
16
LowAverage account size
$578,175
About
Crafted Financial Planning is a small, fee‑only advisory firm that provides investment management alongside both comprehensive and project‑based financial planning. It serves individuals and high‑earning professionals—including software developers, data engineers, specialty physicians, dentists, pharmacists, and business owners—whose situations often involve equity compensation, business ownership, or multiple income streams.
The firm’s investment process emphasizes asset allocation and a mix of passive and active strategies, with attention to tax efficiency, underlying fund holdings, and liquidity when selecting mutual funds and ETFs. For certain clients it uses SEI’s Turnkey Asset Management Platform for model portfolios and custody while retaining discretionary authority and manages trades on an individual basis rather than through aggregated block trading.
Noteworthy aspects include a concentration on equity‑compensation optimization and employee benefits analysis, plus business‑planning and limited‑scope project engagements for more complex client needs, which the firm says supports a highly personalized service model. Crafted Financial Planning operates as a fee‑only fiduciary that does not accept transaction‑based or performance fees and maintains institutional relationships with custodians that provide custody, model strategies, and technology support while the advisor stays independent.
Client services
Financial planning
Portfolio management
Expertise
Equity Recipients (RS/RSU, SOP, ESPP)
Business ownership considerations
Cash flow / budgeting
Tax strategies for small businesses
Occupation focus
Technology Professional
Doctor or Medical Professional
Founder/Business Owner
Fee options
$0 - $1,500,000: 1.00% annually $1,500,001+: 0.75% annually
Account minimum: $250,000 Fee-only: Financial planning initial fee: $2,500 - $5,000; ongoing monthly fee: $200 to $750, reduced by $50 per $60,000 AUM; project-based fees: $2,500 to $20,000 depending on complexity
Main office location
Crafted Financial Planning
Glendale AZ, United States
Number of offices
1
Most active in
Crafted Financial Planning has reported serving >5 clients in these states in the last 12 months.
Arizona
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
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