Crawford Financial Planning & Consulting fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed February 18, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$220/hr

“The flat fee is negotiable. 4 Financial Planning Fees Hourly Fees The hourly fee for these services is $220.”

Annual fee

$2,000⁠-⁠$4,000/yr

“The flat fee may range from $2,000 to $4,000 annually.”

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

How Crawford Financial Planning & Consulting bills

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

• “The fee will be billed on a quarterly basis in advance.”
• “These fees are generally negotiable and the final fee schedule will be memorialized in the client’s advisory agreement.”
• “Clients may terminate the agreement without penalty for a full refund of CFP&C's fees within five business days of signing the Investment Advisory Contract.”

How Crawford Financial Planning & Consulting’s fees compare

• Its hourly rate of $220 is below the California median of $300. 16% of the 932 other California planners that publish an hourly rate charge less.
• None of the 3 other planners in Modesto that publish an hourly rate charge less.
• Its annual fee of $2,000-$4,000 is below the California median of $6,250. 22% of the 224 other California planners that publish an annual fee charge less.

About Crawford Financial Planning & Consulting

• Firm size: 2 employees.
• Credentials named in the brochure: CFP®.
• Registered as an adviser: 2022 (4 years).

Firm details from Form ADV

How the firm is paid

Hourly fees, fixed or flat fees, percentage of assets under management

Charges a % of assets

Yes

Highest asset based fee in brochure

1% a year

Clients

140

Employees

2

Works with

Individuals and high net worth individuals

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, and other services

Assets managed

$171,551,397

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

134936

Website

crawfordfp.com (opens in new tab)

Phone

(209) 571-0111

Can advise clients in 2 states: California, Texas

Other planners in Modesto that publish fees

• Blom & Howell Financial Planning, Inc.Modesto$250/hr, $500⁠-⁠$10,000
• Luminary Financial PlanningModesto$100⁠-⁠$500/hr, $200⁠-⁠$3,500
• Mraz and AssociatesModesto$250/hr, $1,000⁠-⁠$5,000
• 10/28 Wealth Management LLCOceanside$300/hr, $500⁠-⁠$10,000
• 360DividendsGranite Bay$300/hr, $2,500⁠-⁠$10,000
• 3D Holistic WealthIrvine$300/hr, $1,500⁠-⁠$10,000

Compare all 4 planners in Modesto