Dirk Crandell
Dirk Crandell is a CFP-designated registered investment advisor at Crandell Financial Planning, LLC, based in Bristol, TN, with 22 years of industry experience. Their practice areas include Charitable Giving, Education Planning, Estate Planning, Financial Planning & Coaching, and 4 more. Their firm serves 40 clients.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 1.00% |
| $100K+ | 1.00% |
Separate schedules apply to equities (1.0% down to 0.5%) versus fixed income assets (0.5% down to 0.25%). All fees are negotiable, and accounts under $15,000 may have a $200 minimum annual fee.
Fee Estimator
Location
300 Beecham Street, Bristol, TN, 37620
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Dirk is an independent health and life insurance agent licensed in Tennessee and Virginia since 2016, primarily focusing on Medicare supplement insurance, but also selling life and other health/accident insurance. This work takes a few hours per week.
Employment History
Current Registrations
Crandell Financial Planning, LLC
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
More Advisors
- Paul Jepson, CFPLPL Financial LLC
- David Mullins, CFPCharles Schwab & CO., INC.