Gregory
Crawford
Crawford Financial Planning & Consulting
Answer a few questions and
get matched with an advisor.
About this Advisor
Gregory Crawford is a financial advisor based out of Modesto, California with 7 years of relevant experience. Crawford is an employee of Crawford Financial Planning & Consulting. They have been an employee of Crawford Financial Planning & Consulting for their whole career. Crawford can advise clients in California and Texas. Crawford Financial Planning & Consulting is a firm that has its headquarters in Modesto, CA. It handles $111 million in assets under management across its 379 customer accounts, making it one of the mid-sized investment advisory firms in the nation by assets under management. Of its 379 client accounts, 21% are associated with high-net-worth individuals who have more than $1 million in assets. The advisory firm performs a few services, including financial planning services, portfolio management for individuals and small businesses and other services. Fees charged by financial advisors vary depending on which services the firm provides the client. Fees billed by Crawford Financial Planning & Consulting likely are comprised of asset-based, hourly and fixed fees.
Years Registered*
Services Offered
Fee Structure
Office Location
Not sure which advisor is right for you? Use our matching tool.
Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.
Crawford Financial Planning & Consulting Brokerage Details
$111,037,490
2
379
$292,975
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Other
Gregory Crawford Work History
Gregory has been registered as a financial advisor for 7 years.*
Crawford Financial Planning & Consulting
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Gregory Crawford to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Crawford Financial Planning & Consulting
Modesto, CA
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.
This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.
This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
