Crawford Advisory Group, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Crawford Advisory Group, LLC provides comprehensive financial planning and discretionary investment advisory services to individuals, small businesses, corporations, estates and trusts. Planning areas described in the brochure include small business valuation and cash flow management, investment and retirement planning, tax and estate planning, pension planning and education planning, delivered as formal or informal plans to guide implementation.
The firm constructs portfolios using a mix of strategic and tactical asset allocation, applying both fundamental and technical analyses with an emphasis on intermediate-to-long-term growth while allowing short-term tactical shifts; accounts are reviewed at least semiannually and rebalanced as needed. Advisory accounts are managed on the Vision2020 Wealth Management platform with custodial and clearing services through Pershing and may include equities, bonds, mutual funds, ETFs and other vehicles on a discretionary basis.
A distinctive feature is that the firm’s advisory representatives are also registered representatives of Osaic and licensed insurance agents, and the brochure discloses that recommendations can be implemented through commission-based securities and insurance products (and that advisors may receive commissions or 12b-1 fees), which can create potential conflicts of interest. The firm also offers a mix of fee-based, fixed-fee and hourly planning engagements and manages roughly $17.3 million on a discretionary basis for a small client base.
Client services
Expertise
Fee options
$0 - $249,999: 1.65% $250,000 - $499,999: 1.625% $500,000 - $749,999: 1.375% $750,000 - $1,249,999: 1.225% $1,250,000 - $1,999,999: 1.075% $2,000,000 - $4,999,999: 1.0% $5,000,000 - $24,999,999: 0.9% $25,000,000+: 0.7%
Advisory representatives are licensed to sell commission-based insurance and securities products; commissions vary by product.
Hourly consulting fees range from $250 to $350 per hour, negotiable.
Account minimum: $50,000 Minimum fee: Financial plan engagement fee: $2,500 (typical), ongoing monthly fee: $500 per month; fees may be waived or discounted for certain clients. Fee-only: Financial planning fees: $2,500 engagement fee plus $500 monthly ongoing; hourly fees $250-$350/hour.
Main office
9442 N Capital of Texas Hwy, Plaza 1, Ste. 500 108
Austin TX 78759
Advisors at this office
1
Most active in
Texas
Also doing business as
Crawford & Irons Advisory, LLC · Crawford Advisory Group, LLC · E.L. Crawford & Company · Edmund Logan Crawford
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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