Banning Wealth Management, operating as Crafted Financial Planning, is a fee-only registered investment advisor. They specialize in serving high-earning professionals in technology, healthcare, and business ownership. They offer both comprehensive ongoing financial planning and project-based financial planning services. For investment management, they create and manage portfolios based on clients' individual needs and objectives, and may utilize SEI Private Trust Company as a Turnkey Asset Management Platform.
Assets Under Management$9.5M
Clients16
Advisors1
Avg. per Client$590K
Avg. per Advisor$9.5M
Fee Structure
Minimum Investment:$250K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.5M | 1.00% |
| $1.5M+ | 0.75% |
Additional platform fees ranging from 0.15% to 0.75% annually may apply for clients utilizing SEI model strategies.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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