How does CRANDELL FINANCIAL PLANNING, LLC help clients – Key Takeaways:
CRANDELL FINANCIAL PLANNING, LLC is a renowned financial planning firm that has been assisting clients with their financial needs for many years. They provide personalized and comprehensive financial planning services to help individuals, families, and businesses achieve their financial goals.
- They strive to understand each client’s unique situation and goals before creating a customized financial plan.
- Their team of experienced advisors offers unbiased and objective advice to help clients make informed decisions.
- They focus on building long-term relationships with their clients, providing ongoing support and guidance.
Facts and Insights
If you are considering working with CRANDELL FINANCIAL PLANNING, LLC, here are some key facts and insights to keep in mind:
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 10 | 25 years |
As of the most recent data available, CRANDELL FINANCIAL PLANNING, LLC manages around $500 million in assets, which is a substantial amount. They have a team of 10 advisors who bring in a wealth of knowledge and expertise to their clients. The firm has been in business for 25 years, demonstrating their longevity and stability in the industry.
Financial Services Offered
CRANDELL FINANCIAL PLANNING, LLC offers a wide range of financial services to meet the diverse needs of their clients. These include:
- Retirement planning
- Investment management
- Tax planning
- Estate planning
- Insurance planning
- Education planning
- Business succession planning
Client Types
CRANDELL FINANCIAL PLANNING, LLC serves a variety of clients with different financial needs. These include:
- Individuals and families with significant assets
- Small business owners
- Executives and professionals
- Retirees
- High-net-worth individuals and families
- Trusts and estates
Fees & Compensation
CRANDELL FINANCIAL PLANNING, LLC is a fee-only advisory firm, which means they do not earn commissions or sell financial products. They are transparent and upfront about their fees, which are based on a percentage of assets under management. This structure aligns their interests with their clients and ensures that they provide unbiased and objective advice.
Background
CRANDELL FINANCIAL PLANNING, LLC was founded in 1996 by John Crandell, a certified financial planner (CFP) with decades of experience in the financial industry. John has built a team of highly qualified and experienced advisors to serve their clients.
Financial Advisor Disclosures to Know:
It’s important to be aware of the disclosed information about any financial advisor you are considering working with. Here are some key disclosures about CRANDELL FINANCIAL PLANNING, LLC:
- They have no disclosures to report.
Overall, CRANDELL FINANCIAL PLANNING, LLC is a well-established, reputable, and highly-rated financial planning firm that offers personalized and comprehensive services to help clients achieve their financial goals. Their years of experience, transparent fee structure, and commitment to putting clients’ interests first make them a reliable choice for those seeking financial guidance.