BradfordCrane Company provides financial planning services covering retirement, risk management, college savings, cash flow, debt management, work benefits, and estate and incapacity planning. They offer comprehensive financial planning for one year, guiding clients through goal setting and providing a written plan. Limited engagement advisory services are also available for one-time reviews and consultations on specific financial planning areas. BradfordCrane Company does not execute trades; clients are responsible for implementing advice.
Assets Under ManagementN/A
Clients22
Advisors1
Avg. per ClientN/A
Avg. per AdvisorN/A
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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.
One-Time Plan:From $500
Hourly Rate:$300/hr
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