# Philip Tompkins

> Philip Tompkins is a fee-only financial advisor at CRA Financial in Northfield, New Jersey, who holds the CFP credential. Philip 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.

Page: https://find.wellspent.co/advisors/philip-tompkins/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** CRA Financial
- **Based in:** Northfield, 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 (firm's website)
- **Assets under management (firm):** $1.69B across 4,030 accounts
- **Credentials:** CFP
- **Specialties:** Retirement planning, Tax planning, Estate & legacy planning, Equity compensation, Small business owners, Family wealth transfer
- **Works with:** Retirees, Divorced individuals
- **CRD:** 7504364 (https://adviserinfo.sec.gov/individual/summary/7504364)
- **SEC registration:** Investment adviser representative in NJ
- **Exams passed:** Series 65 (2021)
- **Firm size:** 14 employees
- **Disclosures:** None reported
- **Website:** https://www.crafinancial.com

## Frequently asked questions

### Is Philip Tompkins a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Philip 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 Philip charge for financial advice?

Philip charges a percentage of assets.

### How much does Philip charge?

According to CRA Financial's website, checked October 30, 2026: 1% a year on the first tier of assets managed.

### Where is Philip Tompkins based?

Philip Tompkins is based in Northfield, New Jersey.

### What does Philip specialize in?

Philip's specialties include retirement planning, tax planning, estate & legacy planning, equity compensation, small business owners and family wealth transfer. Philip works with retirees and divorced individuals.

### What credentials does Philip Tompkins hold?

Philip Tompkins holds the CFP credential.

### Is Philip Tompkins registered with the SEC?

Yes. Philip Tompkins is registered as an investment adviser representative in NJ (CRD 7504364), 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 Philip Tompkins?

Through Philip's website, www.crafinancial.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/7504364): 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 and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://crafinancial.com/): specialties, clients served, and fees, checked October 30, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.