Crandell Financial Planning offers personalized financial planning, investment management, and small business consulting for individuals, families, trusts, and estates. Led by Certified Financial Planner Dirk Crandell, the firm focuses on long-term, goal-based strategies rooted in Modern Portfolio Theory. Services include retirement planning, tax strategies, estate planning, cash flow management, insurance analysis, and custom portfolio construction primarily utilizing mutual funds, exchange-traded funds, equities, and fixed income securities. Crandell Financial Planning acts in a legally required best-interest capacity and does not have the authority to make trades without asking first, preferring a buy-and-hold approach with periodic portfolio reviews.
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.