Firm
CRA Financial
Northfield, New Jersey
Fee-only
Facts
| Based in | Northfield, New Jersey |
|---|---|
| Website | crafinancial.com |
| [email protected] | |
| Phone | (609) 380-3500 |
CRA Financial fees
What the firm's own website says it charges, checked October 30, 2026. We keep a price only when the exact words stating it appear on the page.
| Asset-based fee | 1% a year on the first tier of assets |
|---|---|
| How it charges | Percentage of assets |
In the firm's words
"$0 - $3,000,000 1.0%" source
"We only charge on the assets that we manage." source
For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.
What its SEC filing says
| Paid by | Percentage of assets · Hourly · Fixed fees |
|---|---|
| Assets managed | $1.7 billion |
| Individual clients | 922 |
| Financial planning | Offered |
| Form ADV filed | May 15, 2026 |
| SEC record | CRD 124004 |