# Crandell Financial Planning, LLC

> Crandell Financial Planning, LLC is a state-registered investment advisory firm in Bristol, TN, registered since 2002, with no regulatory assets under management reported in its Form ADV filing dated March 3, 2026.

- CRD: 116705
- Filed as: CRANDELL FINANCIAL PLANNING, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Bristol, TN
- Filing period: October 2026
- Form ADV filing dated: March 3, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/116705
- AdvisorCensus page: https://advisorcensus.com/firm/crandell-financial-planning-llc-bristol-tn-116705

## Quick answers

**How is Crandell Financial Planning, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Crandell Financial Planning, LLC reports these compensation arrangements: hourly charges; fixed fees (other than subscription fees); commissions; other.

**Where is Crandell Financial Planning, LLC located?**
Crandell Financial Planning, LLC's principal office is in Bristol, TN, according to its Form ADV.

**Is Crandell Financial Planning, LLC registered with the SEC or a state?**
Crandell Financial Planning, LLC is a state-registered investment advisory firm, registered since 2002. Status as filed: APPROVED. CRD 116705.

**What types of clients does Crandell Financial Planning, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (38); high net worth individuals (2).

**Does Crandell Financial Planning, LLC 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/116705

## From the Form ADV filing

### Compensation (Item 5.E)
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Other

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 38 | $0 |
| High net worth individuals | 2 | $0 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2002 (24 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: TN
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Crandell Financial Planning, LLC (CRD 116705): Form ADV filing data as of October 2026.