Crafted Financial Planning fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed February 12, 2026. Fees can change, so confirm with the firm before you hire them.

Flat or project fee

$2,500⁠-⁠$5,000

“BWM collects an initial fee of $2,500 - $5,000 for construction of the Client’s comprehensive financial plan.”

Monthly fee

$50/mo

“BWM will reduce the monthly fee by $50 per month for every $60,000 in managed assets.”

Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)

How Crafted Financial Planning bills

Payment and refund terms, quoted from the fee section of the brochure.

• “The fee is based on a percentage of assets under management and is negotiable.”
• “Our advisory fee is prorated for any partial billing periods occurring during the engagement, including the initial and terminating billing periods.”
• “Half of the initial fee is due upfront, and the remainder is due upon delivery of the financial plan.”

How Crafted Financial Planning’s fees compare

• Its flat or project fee of $2,500-$5,000 spans the Arizona median of $3,100. 55% of the 164 other Arizona planners that publish a flat or project fee charge less.
• 1 of the 2 other planners in Glendale that publish a flat or project fee charge less.

About Crafted Financial Planning

• Firm size: 2 employees.
• Founded: 2023 (3 years).

Planning areas mentioned in the brochure

• Estate planning
• Physicians and dentists
• Business owners
• Equity compensation
• Cash flow and budgeting

Firm details from Form ADV

How the firm is paid

Fixed or flat fees, percentage of assets under management

Charges a % of assets

Yes

Highest asset based fee in brochure

1% a year

Clients

16

Employees

2

Works with

Individuals and high net worth individuals

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, and portfolio management for businesses and institutions

Assets managed

$9,503,300

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

329597

Website

instagram.com/craftedplanning (opens in new tab)

Phone

(623) 244-0252

Other planners in Glendale that publish fees

• Dynamic Financial Solutions, LLCGlendale$100⁠-⁠$250/hr
• Eps Wealth ManagementGlendale$250/hr, $950⁠-⁠$5,000
• Mcbee Advisors, Inc.Glendale$200⁠-⁠$400/hr
• Sage Saguaro Financial PlanningGlendale$500/hr, $3,500⁠-⁠$10,000

Compare all 7 planners in Glendale