Crafted Wealth Management
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$60,618,799
Clients
53
36% 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
53
TypicalAverage account size
$1,143,751
About
Crafted Wealth Management serves individual and high‑net‑worth clients, offering comprehensive financial planning, ongoing wealth management, and discretionary portfolio management. The firm provides a standalone "Hand‑Crafted" financial planning program as well as ongoing advisory services that implement, monitor, and update those plans.
The firm's investment approach emphasizes passive portfolio construction using index funds and ETFs while also employing fundamental and cyclical analysis as inputs. For equity management it may use a third‑party automated manager (Vise AI Advisors) whose model portfolios the firm reviews and applies as appropriate, and planning engagements involve multiple meetings to explore clients’ goals, values, and action steps with periodic reviews each year.
Noteworthy aspects of the firm include its small, single‑advisor practice model combined with an intensive, multi‑session planning process and reliance on third‑party technology and services (an AI-driven TPMM for equity models and a third‑party estate‑document provider) to implement client solutions. The brochure also discloses operational practices that differ from many peers, such as protocols for reporting and temporarily delaying transactions when exploitation of a vulnerable client is suspected and the firm’s stated practice of not providing separate written reports to investment management clients.
Client services
Financial planning
Portfolio management
Expertise
General retirement planning
Income planning
Cash flow / budgeting
Debt management
College savings (529s, UTMA, etc.)
Fee options
Hand-Crafted Financial Plans: $6,000 - $36,000; Estate Planning Fee: $1,000 - $5,000; On-Going Wealth Management fixed annual fee $12,000 - $36,000
Negotiated up to 1.00% annually (Asset Management)
Financial Planning hourly rate between $300 and $500 per hour
Fee-only: Hand-Crafted Financial Plans: $6,000 - $36,000 flat fee; Financial Planning Hourly Fee: $300 - $500 per hour; Estate Planning Fee: $1,000 - $5,000 fixed fee; On-Going Wealth Management: $12,000 - $36,000 fixed annual fee plus up to 0.50% of AUM
Most active in
Crafted Wealth Management has reported serving >5 clients in these states in the last 12 months.
California · Minnesota
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:
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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
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