MC
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Michael Crawford

8 Years of Experience
Plano, TX
Sells Insurance

Michael Crawford is a registered investment advisor at Tfr Capital, based in Plano, TX, with 8 years of industry experience. Michael 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 4 more. Their firm serves 243 clients with $330M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
6 advisors
Number of Clients
243 clients
Average Client Portfolio
$1.3M average
Assets Under Management
$327.6M

Fee Structure

TFR Capital charges an annual investment management fee ranging from 0.50% to 2.0% of your portfolio. The fee is calculated based on the average daily balance of your accounts. The fee for the initial month is paid after the month is over, and subsequent months are paid in advance.

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Location

5801 Tennyson Pkwy, Suite 150, Plano, TX, 75024

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History

Regulatory History
Clean regulatory record

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.

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Other Business ActivitiesSells Insurance

Michael works as support staff at Texas Financial Resources and as a baseball umpire for United Sports Officials. He is also a self-employed insurance agent selling life, accident/disability, health, and annuity products, and works with Fiducuis on student loan management/planning. Finally, Michael is a director for the City of Princeton EOC, focusing on economic development.

Employment History
Current Registrations
Tfr Capital
November 2024 - Present · 1 yr 6 mos
Previous Registrations
Scf Investment Advisors, INC.
September 2017 - January 2025 · 7 yrs 4 mos
State Registrations1 state
TX
Advisor

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
No exam information available for this advisor.
Michael Crawford - Financial Advisor | TrueAdvisor