Gregory Crawford
Crawford Financial Planning & Consulting · Modesto, California
Gregory Crawford is a fee-only financial advisor at Crawford Financial Planning & Consulting in Modesto, California. Crawford Financial Planning & Consulting reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
Request an introduction to Gregory →
Facts
| Firm | Crawford Financial Planning & Consulting |
|---|---|
| Based in | Modesto, California |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $171.6M across 378 accounts |
| SEC registration | Investment adviser representative in CA, TX · CRD 1101280 |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | crawfordfp.com |
How Gregory's firm compares
- Crawford Financial Planning & Consulting's average account is about $454,000, from its Form ADV (assets managed divided by 378 accounts).
Request an introduction to Gregory
Tell Gregory a little about what you're looking for. Gregory 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 Gregory
Is Gregory Crawford a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Gregory holds no broker registration, and Crawford Financial Planning & Consulting reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Gregory charge for financial advice?
Gregory's firm, Crawford Financial Planning & Consulting, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Gregory Crawford based?
Gregory Crawford is based in Modesto, California.
Is Gregory Crawford registered with the SEC?
Yes. Gregory Crawford is registered as an investment adviser representative in CA and TX (CRD 1101280), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Crawford Financial Planning & Consulting manage?
Crawford Financial Planning & Consulting reports $171.6M across 378 accounts in assets under management.
How do I contact Gregory Crawford?
Through Gregory's website, crawfordfp.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.