A complete list of active advisors currently associated with Crandell Financial Planning, LLC

Warmer can help you find a great advisor at Crandell Financial Planning, LLC or one who fits your needs even better.

Crandell Financial Planning, LLC provides personalized financial planning and portfolio management to individuals, small businesses, trusts and estates, addressing retirement planning, cash‑flow and tax planning, estate issues, and small‑business consulting. The firm prepares analyses and written summaries for clients and manages investment accounts using mutual funds, ETFs, individual equities and fixed income instruments. The firm’s investment approach emphasizes long‑term strategic asset allocation informed by Modern Portfolio Theory, diversification across asset classes, and a mix of passive and actively managed low‑cost funds; portfolios are typically managed on a non‑discretionary basis with the advisor contacting clients before executing trades. Reviews are generally performed at least annually, with periodic rebalancing and attention to tax‑sensitive implementation and client time horizons. A noteworthy feature is that the firm is fee‑based but not fee‑only: the managing member is a licensed life and health insurance agent who owns a related insurance business and may receive commissions on insurance sales (including Medicare supplemental products), a relationship disclosed to clients and identified as a potential conflict of interest. The firm also discloses it does not accept 12b‑1 or trade‑based compensation, does not take custody of client assets, and generally requires client approval prior to trades—an admixture of commissionable insurance activity and advisory AUM services that is less common among independent solo advisers.

To learn more about the advisors currently working at Crandell Financial Planning, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.