Terry Bradford-Crane
Terry Bradford-Crane is a CFP-designated registered investment advisor at Bradfordcrane Company LLC, based in Port Orchard, WA, with 12 years of industry experience. Terry 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, Insurance Planning, and 2 more. Their firm serves 22 clients.
Compensation
Firm Size
IM Fee
Fee Structure
- Comprehensive Financial Planning (one year): Clients work one-on-one with a financial planner to establish goals and values around money. Clients receive a written Financial Plan Commentary, planning software report (if applicable), glossary of terms, and a presentation. Includes two complimentary 1-hour follow-up meetings.
- One-time Limited Engagement Consultation/Advisory Service: Financial planning advice on two or fewer financial planning areas. Clients receive a written or electronic report with detailed action plans.
Location
Port Orchard, WA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Terry is an adjunct faculty member at California Lutheran University, teaching MBA courses in financial planning, dedicating minimal time during trading hours. Terry is also the Financial Officer for Allied Approach Group, an aviation flight test and consulting firm, taking about half of her time.
Employment History
Current Registrations
Bradfordcrane Company LLC
Previous Registrations
Merrill Lynch Pierce Fenner & Smith INC.
State Registrations2 states
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