# Crafted Financial Planning

> Crafted Financial Planning is a state-registered investment advisory firm in Glendale, AZ, registered since 2024, reporting under $25 million in regulatory assets under management in its Form ADV filing dated February 12, 2026.

- CRD: 329597
- Filed as: CRAFTED FINANCIAL PLANNING
- Legal name: Banning Wealth Management, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Glendale, AZ
- Filing period: October 2026
- Form ADV filing dated: February 12, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/329597
- AdvisorCensus page: https://advisorcensus.com/firm/crafted-financial-planning-glendale-az-329597

## Quick answers

**How is Crafted Financial Planning compensated?**
On its Form ADV (Item 5.E, October 2026), Crafted Financial Planning reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Crafted Financial Planning located?**
Crafted Financial Planning's principal office is in Glendale, AZ, according to its Form ADV.

**Is Crafted Financial Planning registered with the SEC or a state?**
Crafted Financial Planning is a state-registered investment advisory firm, registered since 2024. Status as filed: APPROVED. CRD 329597.

**How much does Crafted Financial Planning manage?**
Crafted Financial Planning reports $9,503,300 in regulatory assets under management in its Form ADV filing dated February 12, 2026 (100% discretionary).

**What types of clients does Crafted Financial Planning serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (12); high net worth individuals (4).

**Does Crafted Financial Planning report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/329597

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Fixed fees (other than subscription fees)

### Regulatory assets under management (Item 5.F)
- Total: $9,503,300
- Discretionary: $9,503,300
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 12 | $2,778,300 |
| High net worth individuals | 4 | $6,472,500 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | Fewer than 5 | $252,500 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients

### Firm details
- Registered since: 2024 (2 years)
- Employees: 2 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AZ
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- craftedplanning.com
- Facebook @craftedplanning
- Instagram @craftedplanning
- LinkedIn @jordanbanning

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Crafted Financial Planning (CRD 329597): Form ADV filing data as of October 2026.