# Crawford Financial Planning & Consulting

> Crawford Financial Planning & Consulting is an SEC-registered investment advisory firm in Modesto, CA, registered since 2022, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated February 18, 2026.

- CRD: 134936
- Filed as: CRAWFORD FINANCIAL PLANNING & CONSULTING
- Legal name: Crawford, Gregory Jason
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Modesto, CA
- Filing period: October 2026
- Form ADV filing dated: February 18, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/134936
- AdvisorCensus page: https://advisorcensus.com/firm/crawford-financial-planning-and-consulting-modesto-ca-134936

## Quick answers

**How is Crawford Financial Planning & Consulting compensated?**
On its Form ADV (Item 5.E, October 2026), Crawford Financial Planning & Consulting reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).

**How much does Crawford Financial Planning & Consulting charge?**
Its Form ADV Part 2A brochure dated February 18, 2026 states: Flat fee: $2,000 to $4,000 a year (annual flat fee retainer based on the unique needs and complexity of each…); Hourly rate: $220 an hour. Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is Crawford Financial Planning & Consulting located?**
Crawford Financial Planning & Consulting's principal office is in Modesto, CA, according to its Form ADV.

**Is Crawford Financial Planning & Consulting registered with the SEC or a state?**
Crawford Financial Planning & Consulting is an SEC-registered investment advisory firm, registered since 2022. Status as filed: Approved. CRD 134936.

**How much does Crawford Financial Planning & Consulting manage?**
Crawford Financial Planning & Consulting reports $171,551,397 in regulatory assets under management in its Form ADV filing dated February 18, 2026 (100% discretionary).

**How have Crawford Financial Planning & Consulting's assets and staff changed since 2022?**
In the Form ADV data for Crawford Financial Planning & Consulting: Regulatory assets under management: $108,950,510 in the October 2022 data and $171,551,397 in the October 2026 data, up 57%. Total employees: 2 in October 2022 and 2 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Crawford Financial Planning & Consulting serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (97); high net worth individuals (43).

**Which custodians does Crawford Financial Planning & Consulting use?**
Crawford Financial Planning & Consulting's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets.

**Does Crawford Financial Planning & Consulting report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/134936

**Does Crawford Financial Planning & Consulting state an account minimum?**
Its Form ADV Part 2A brochure dated February 18, 2026 says: "There is no account minimum for any of CFP&C’s services."

## From the Form ADV filing

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

### Fees and minimums (Form ADV Part 2A brochure dated February 18, 2026)

- Account minimum: None

> There is no account minimum for any of CFP&C’s services.

- Flat fee: $2,000 to $4,000 a year (annual flat fee retainer based on the unique needs and complexity of each…)

> The flat fee may range from $2,000 to $4,000 annually. The fee will be billed on a quarterly basis in advance.

- Hourly rate: $220 an hour

> The hourly fee for these services is $220.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $171,551,397
- Discretionary: $171,551,397
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 97 | $35,442,048 |
| High net worth individuals | 43 | $136,109,349 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 0 | $0 |
| Other | 0 | $0 |

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

### Firm details
- Registered since: 2022 (4 years)
- Employees: 2 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- crawfordfp.com

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2022 | $108,950,510 | 2 | April 28, 2022 |
| October 2023 | $111,037,490 | 2 | April 28, 2023 |
| October 2024 | $132,262,821 | 2 | March 5, 2024 |
| October 2025 | $165,293,125 | 2 | February 21, 2025 |
| October 2026 | $171,551,397 | 2 | February 18, 2026 |

Regulatory assets under management: $108,950,510 in the October 2022 data and $171,551,397 in the October 2026 data, up 57%.
Total employees: 2 in October 2022 and 2 in October 2026.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Crawford Financial Planning & Consulting (CRD 134936): Form ADV filing data as of October 2026.