B

BradfordCrane Company LLC

Updated today

Client assets under management

$0

Clients

20

0% high-net-worth

Advisors

1

of 1 employees

Firm type

Independent

1 advisor with up to 2 employees

Clients per advisor

20

Typical

Average account size

$0

About

BradfordCrane Company provides comprehensive and limited-scope financial planning and one‑time advisory consultations to individuals, corporate benefit administrators, small business owners, investment clubs, networking organizations, and nonprofit entities. Typical planning topics include retirement, education, cash flow and debt management, risk management, and estate and incapacity planning, with clients receiving written reports and action plans.

The firm delivers individualized planning engagements that emphasize client education and documented recommendations; investment commentary and suggestions may cover equities, corporate and government debt, mutual funds, and ETFs, using a mix of fundamental, technical and cyclical analysis while referencing Modern Portfolio Theory and market efficiency concepts. BradfordCrane Company does not maintain or manage client assets, does not execute trades or accept discretionary authority, and bills on an hourly/contract basis rather than charging a percentage of assets under management.

Distinctive aspects noted in the brochure include a substantial emphasis on educational seminars and speaking engagements (about one quarter of the business) and the publication of periodical content via PeaceOfMindWaypoints.com, plus the firm’s stated willingness to provide pro‑bono or nonprofit services—features that are uncommon for solo independent advisers. The firm also discloses that its principal holds adjunct academic and consulting roles, reports no discretionary or non‑discretionary assets under management, and does not accept performance‑based or asset‑based compensation.

Client services

Financial planning Newsletters or periodicals Educational seminars or workshops
Speaking services/advisory services for individuals and small businesses

Expertise

General retirement planning Cash flow / budgeting College savings (529s, UTMA, etc.) General estate planning guidance

Occupation focus

Self-Employed

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Fee options

Fixed

A $500 non-refundable administrative fee is due at the time the advisory contract is signed to commence services (both limited engagement and comprehensive financial planning); seminar and speaking engagement fees generally range from free to $15,000 per seminar or up to $150 per participant, with 10% of the fee as an administrative and onboarding fee.

Project-based

Hourly rate of $300 per hour for financial planning services and limited engagement advisory services.

Other

Fee-only: Financial planning services provided at an hourly rate of $300 per hour; $500 non-refundable administrative fee due at engagement start for both limited engagement and comprehensive financial planning services.

Main office location

BradfordCrane Company LLC

Port Orchard WA, United States

Number of offices

1

Most active in

California · Washington

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

Terry B

CFP®

Port Orchard, WA

BradfordCrane Company LLC

Terry Bradford-Crane, MBA, CFP® is an investment adviser in the states of California and Washington. After graduating from the United States Naval Academy and an accomplished career as an EA-6B Prowler naval flight officer, she began her career as a financial adviser with Merrill Lynch in Oxnard, California. As a financial adviser and certified financial manager with Merrill Lynch, Mrs. Bradford-Crane managed a multi-million dollar book of cash and securities for high net worth individuals and businesses. She regularly performed individual financial plan presentations to clients and developed and implemented financial planning strategies for cash and debt management, education planning, retirement planning, risk management, tax planning and estate planning. In August 2004, Mrs. Bradford-Crane established BradfordCrane Company as a business platform to educate individuals on investment topics, inspire investors to reach for their own financial independence, deliver presentations on portfolio development and the "art" of selecting an appropriate financial advisor, and provide pro bono financial planning advice to organizations and individuals as a service to her community. Her commitment to financial literacy is evident in her community involvement over the years as a volunteer and guest speaker for several advisory boards and mentoring programs. She has a Master of Business Administration (Financial Planning) from California Lutheran University and is an adjunct faculty member for the California Lutheran University MBA in Financial Planning Program. Mrs. Bradford-Crane is a CFP® Certificant and a member of the Financial Planning Association of Puget Sound. She volunteers for the Foundation for Financial Planning and is the owner and editor of PeaceOfMindWaypoints.com. Mrs. Bradford-Crane also a co-owner and financial officer of Allied Approach Group, LLC, an aviation test and evaluation company.

Cash flow / budgeting Debt management College savings (529s, UTMA, etc.) Self-Employed Young Professionals
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