CRAFTED FINANCIAL PLANNING

CRAFTED FINANCIAL PLANNING is an SEC-registered investment adviser (CRD 329597). Regulatory assets under management: $9.5M.

Registration

• CRD: 329597
• Type: Registered investment adviser
• Phone: 623-244-0252
• Latest filing: 2026-02-12
• Regulatory AUM: $9.5M
• Discretionary AUM: $9.5M
• Clients: 2
• Accounts: 59

Business model

Compensation: % of AUM, Fixed.

Clients served: Individuals, High net worth, Pooled vehicles.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 329597 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search