Brooke Crawford
Wise Planning · York, South Carolina
Brooke Crawford is a fee-only financial advisor at Wise Planning in York, South Carolina, who holds the CFP credential. Brooke charges an ongoing planning fee (ongoing planning from $3,000 a year).
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Facts
| Firm | Wise Planning |
|---|---|
| Based in | York, South Carolina |
| Fee model | Ongoing planning fee |
| Fees (firm's website) | Ongoing planning from $3,000 a year |
| Works virtually | Yes |
| Assets under management | $610.3M across 805 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in WA · CRD 7487460 |
| Exams passed | Series 63 (2022) |
| Firm size | 6 employees |
| Disclosures | None reported |
| Website | www.wiseplanning.com |
How Brooke's firm compares
- Ongoing planning starts at $3,000 a year, below the South Carolina median of $3,600 for fee-only firms that publish prices.
- Wise Planning's average account is about $758,000, from its Form ADV (assets managed divided by 805 accounts).
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Questions about Brooke
Is Brooke Crawford a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Brooke holds no broker registration, and Wise Planning reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Brooke charge for financial advice?
Brooke charges an ongoing planning fee.
How much does Brooke charge?
According to Wise Planning's website, checked October 30, 2026: ongoing planning from $3,000 a year.
Does Brooke work with clients virtually?
Yes. Wise Planning says on its website that it works with clients remotely.
Where is Brooke Crawford based?
Brooke Crawford is based in York, South Carolina.
What credentials does Brooke Crawford hold?
Brooke Crawford holds the CFP credential.
Is Brooke Crawford registered with the SEC?
Yes. Brooke Crawford is registered as an investment adviser representative in WA (CRD 7487460), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Wise Planning manage?
Wise Planning reports $610.3M across 805 accounts in assets under management.
How do I contact Brooke Crawford?
Through Brooke's website, www.wiseplanning.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- Wise Planning website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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