Mary Crawley
Advisor at Plancorp, LLC — Holly Springs, NC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
CFP®, ChFC®, Series 65
Experience Industry experience
3 years
Location
Holly Springs, NC
Plancorp, LLC
Multi-team
Mary Crawley is a CFP®, ChFC®, and Series 65-licensed advisor with three years of industry experience. She is currently with Plancorp, LLC and has prior experience at Magellan Federal, Family Legacy Financial Solutions, Zeiders Enterprises, and The Bowen Consulting Group. Outside of her advisory work, she provides personal financial counseling at on-demand weekend events supporting the military community. Plancorp serves individuals, trustees, business owners, charitable organizations, and retirement plans, offering a range of services including wealth management, investment management, financial planning, pension consulting, business owner succession planning, and tax preparation. The firm’s investment approach is based on Modern Portfolio Theory and documented Investment Policy Statements, with discretionary and non-discretionary management, third-party adviser due diligence, and tax-aware strategies integrated into ongoing portfolio reviews.
Based on Plancorp, LLC
Based on Plancorp, LLC
Flat fees for standalone financial planning, business owner succession planning, tax services as detailed above
Varies based on amount of client assets under management and/or service
Minimum fee: $12,000 minimum annual fee for wealth management; $6,000 minimum annual fee for pension consulting and institutional services Fee-only: Flat fees for standalone financial planning, business owner succession planning (up to $40,000), tax services (minimum $500 per tax return)
Holly Springs, NC
Holly Springs NC
Advisors at this office
1
Missouri · North Carolina
3 years of industry experience
Plancorp, LLC
2024 - Present • 2 years
St Louis, MO
Magellan Federal
2023 - Present • 3 years
Arlington, VA
Family Legacy Financial Solutions, LLC
2023 - 2023 • 1 year
Cary, NC
Zeiders Enterprises
2023 - 2023 • 1 year
Woodbridge, VA
The Bowen Consulting Group
2018 - 2022 • 4 years
Stafford, VA
Not Employed
2014 - 2018 • 4 years
Alton, VA
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Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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