Joseph McCaffrey
CRA Financial · Haddonfield, New Jersey
Joseph McCaffrey is a fee-only financial advisor at CRA Financial in Haddonfield, New Jersey, who holds the CFP credential. Joseph charges a percentage of assets (1% a year on the first tier of assets managed) and focuses on retirement planning, tax planning and estate & legacy planning.
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Specialties
Who they serve
- Retirees
- Divorced individuals
Facts
| Firm | CRA Financial |
|---|---|
| Based in | Haddonfield, New Jersey |
| Fee model | Percentage of assets |
| Fees (firm's website) | 1% a year on the first tier of assets managed |
| Accepting new clients | Yes |
| Assets under management | $1.69B across 4,030 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in NJ · CRD 5427266 |
| Exams passed | Series 63 (2007) · Series 65 (2015) |
| Firm size | 14 employees |
| Disclosures | None reported |
| Website | www.crafinancial.com |
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Questions about Joseph
Is Joseph McCaffrey a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Joseph holds no broker registration, and CRA Financial reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Joseph charge for financial advice?
Joseph charges a percentage of assets.
How much does Joseph charge?
According to CRA Financial's website, checked October 30, 2026: 1% a year on the first tier of assets managed.
Where is Joseph McCaffrey based?
Joseph McCaffrey is based in Haddonfield, New Jersey.
What does Joseph specialize in?
Joseph's specialties include retirement planning, tax planning, estate & legacy planning, equity compensation, small business owners and family wealth transfer. Joseph works with retirees and divorced individuals.
What credentials does Joseph McCaffrey hold?
Joseph McCaffrey holds the CFP credential.
Is Joseph McCaffrey registered with the SEC?
Yes. Joseph McCaffrey is registered as an investment adviser representative in NJ (CRD 5427266), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does CRA Financial manage?
CRA Financial reports $1.69B across 4,030 accounts in assets under management.
How do I contact Joseph McCaffrey?
Through Joseph's website, www.crafinancial.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
- CRA Financial 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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