Craig Love
Fulcrum Wealth Management · Plano, Texas
Craig Love is a fee-only financial advisor at Fulcrum Wealth Management in Plano, Texas. Fulcrum Wealth Management reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
Request an introduction to Craig →
Facts
| Firm | Fulcrum Wealth Management |
|---|---|
| Based in | Plano, Texas |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $192.8M across 741 accounts |
| SEC registration | Investment adviser representative in TX · CRD 3256421 |
| Exams passed | Series 66 (1999) |
| Firm size | 4 employees |
| Disclosures | None reported |
| Website | www.fulcrumeq.com |
| Profile |
How Craig's firm compares
- Fulcrum Wealth Management's average account is about $260,000, from its Form ADV (assets managed divided by 741 accounts).
Request an introduction to Craig
Tell Craig a little about what you're looking for. Craig isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Craig
Is Craig Love a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Craig holds no broker registration, and Fulcrum Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Craig charge for financial advice?
Craig's firm, Fulcrum Wealth Management, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Craig Love based?
Craig Love is based in Plano, Texas.
Is Craig Love registered with the SEC?
Yes. Craig Love is registered as an investment adviser representative in TX (CRD 3256421), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Fulcrum Wealth Management manage?
Fulcrum Wealth Management reports $192.8M across 741 accounts in assets under management.
How do I contact Craig Love?
Through Craig's website, www.fulcrumeq.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
- 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.
See something wrong? Request a correction. Read our methodology.