BradfordCrane Company LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$0
Clients
20
Advisors
1
of 1 employees
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
Expertise
Occupation focus
Fee options
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.
Hourly rate of $300 per hour for financial planning services and limited engagement advisory services.
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
Port Orchard WA
Advisors at this office
1
Most active in
California · Washington
Also doing business as
Bradford Crane, Terry Lynn · Bradfordcrane Company · Bradfordcrane Company LLC · Bradfordcrane Company, LLC · Terry L. Bradford Crane Dba Bradfordcrane Company
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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