Gregory Crawford
Gregory Crawford is a registered investment advisor at Crawford Financial Planning & Consulting, based in Modesto, CA, with 9 years of industry experience. Gregory operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 140 clients with $170M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $750K | 1.00% |
| $750K+ | 0.80% |
Fees are negotiable.
Fee Estimator
Location
3501 Coffee Road, Suite 6, Modesto, CA, 95355
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Crawford Financial Planning & Consulting
State Registrations2 states
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