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Crawford Financial Planning & Consulting

Also known as crawford financial planning and consulting

Wealth ManagerModesto, United StatesFounded 1984
$172M
Assets Under Management
Modesto
Headquarters
Get Contact Details Website
Investment Focus

About Crawford Financial Planning & Consulting

Crawford Financial Planning is a fee-only Financial Planning and Investment Advisory Firm.

Verified Filings

Regulatory & Financial Data

Public regulatory records matched to Crawford Financial Planning & Consulting from SEC and IRS filings.

SEC Form ADV

Verified
Reported AUM
$171.6M
Total Clients
378
Filing Date
February 18, 2026
Source: SEC IAPD / Form ADV Original filingFull filing details →
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Recent Filings

Public filings matched to Crawford Financial Planning & Consulting across SEC, IRS, DOL and international registers — newest first.

FORM ADV
CRAWFORD FINANCIAL PLANNING & CONSULTING
Feb 18, 2026
$171.6M

Cross-referenced from the LPbacked Signal Feed.

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FAQ

Frequently asked questions

What type of investor is Crawford Financial Planning & Consulting?

Crawford Financial Planning & Consulting is a wealth manager based in Modesto, United States, managing approximately $172M in assets.

Where is Crawford Financial Planning & Consulting headquartered?

Crawford Financial Planning & Consulting is headquartered in Modesto, United States.

How much does Crawford Financial Planning & Consulting manage?

Crawford Financial Planning & Consulting manages approximately $172M in assets under management.

When was Crawford Financial Planning & Consulting founded?

Crawford Financial Planning & Consulting was founded in 1984.

How can I contact Crawford Financial Planning & Consulting?

Verified contact details, key decision-makers, and investment preferences for Crawford Financial Planning & Consulting are available on LPbacked. Create a free account to access them.