How does the advisor help clients – Key Takeaways:
TIM CRAWFORD CPA serves as a trusted financial advisor for individuals and businesses, offering a wide range of financial services to help clients achieve their financial goals.
Facts and Insights
As a certified public accountant (CPA), TIM CRAWFORD brings a wealth of knowledge and expertise to the table for his clients. With over 15 years of experience in the financial industry, he has helped numerous individuals and businesses make sound financial decisions.
He stays up-to-date on the latest financial trends and regulations, ensuring that his clients’ interests are always protected. TIM CRAWFORD is not only a financial expert, but also a trusted partner and advocate for his clients.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $50 million | 1 | 15 Years |
Financial Services Offered
TIM CRAWFORD offers a comprehensive range of financial services to his clients, including but not limited to:
- Financial planning and goal-setting
- Investment management
- Retirement planning
- Tax planning and preparation
- Estate planning
- Business consulting
Client Types
TIM CRAWFORD serves a diverse range of clients, including individuals, families, and small business owners. He is dedicated to providing personalized financial solutions that meet the unique needs and goals of each client.
Fees & Compensation
As a fee-based advisor, TIM CRAWFORD charges a percentage of assets under management as his fee. This means that his fees are directly tied to his clients’ success, giving him an incentive to always strive for optimal results.
In addition, he may also charge hourly fees or fixed fees for certain financial services. He is committed to being transparent about all fees and is always upfront about any potential costs to his clients.
Background
TIM CRAWFORD earned his CPA designation after completing a bachelor’s degree in accounting. He then went on to earn his master’s degree in finance and started his career at a top accounting firm. With his strong accounting background, he later transitioned to financial planning and has been helping clients achieve financial success ever since.
Financial Advisor Disclosures to Know
TIM CRAWFORD is a registered investment advisor with the Securities and Exchange Commission (SEC). As such, he is legally required to disclose any potential conflicts of interest or disciplinary actions to his clients.
He also carries professional liability insurance, providing an extra layer of protection for his clients. Overall, TIM CRAWFORD upholds the highest ethical standards and always puts his clients’ best interests first.