Crafted Finance, LLC at a glance
- One of 298 fee-only firms based in Washington in the Wellspent graph.
- 1 advisor is listed here, who holds the CFP.
- Its Form ADV reports 2 employees and 162 individual clients, 78 of them high net worth.
- Its average account is about $218,000 (assets it manages divided by its 472 accounts).
- Its ongoing planning fee starts at $3,000 a year, below the Washington median of $4,500.
- Its website says it's taking new clients.
Fee-only advisors in Washington · What fee-only advisors charge in Washington
Facts
| Based in | Seattle, Washington |
|---|---|
| Website | craftedfinance.com |
| [email protected] | |
| Phone | (650) 336-0598 |
Questions about Crafted Finance, LLC
How much does Crafted Finance, LLC charge?
Crafted Finance, LLC publishes these prices: ongoing planning: from $3,000 a year; one-time plan: from $3,000; asset-based fee: 0.5% a year on the first tier of assets. We found this on its website, checked October 28, 2026.
How is Crafted Finance, LLC paid?
Crafted Finance, LLC's Form ADV says it is paid by: percentage of assets, hourly, fixed fees.
How many advisors does Crafted Finance, LLC have in the Wellspent public graph?
The Wellspent public graph lists 1 advisor at Crafted Finance, LLC.
What is the average account at Crafted Finance, LLC?
Crafted Finance, LLC's average account is about $218,000. That's the assets on its Form ADV divided by its 472 accounts.
What does Crafted Finance, LLC specialize in?
Crafted Finance, LLC's advisors and website list real estate investors, equity compensation, founders (pre-exit) and tax planning.
Is Crafted Finance, LLC accepting new clients?
Yes, according to Crafted Finance, LLC's website, checked October 28, 2026.
Crafted Finance, LLC fees
What the firm's own website says it charges, checked October 28, 2026. We keep a price only when the exact words stating it appear on the page.
| Ongoing planning | From $3,000 a year |
|---|---|
| One-time plan | From $3,000 |
| Asset-based fee | 0.5% a year on the first tier of assets |
| How it charges | Ongoing planning fee · Percentage of assets · One-time plans or projects |
In the firm's words
"$250 per month" source
"On the first $1,000,000 0.50%" source
"One-Time Cost $0 $3,000 $0" 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 | $103 million |
| Individual clients | 84 |
| High-net-worth clients | 78 |
| Accounts managed | 472 |
| Employees | 2 |
| Planning clients | 101-250 |
| Registered with | The SEC (801-137319) |
| Financial planning | Offered |
| Form ADV filed | September 21, 2026 |
| SEC record | CRD 283318 |