Firm
Crafted Financial Planning
Glendale, Arizona
Fee-only
Crafted Financial Planning at a glance
- One of 212 fee-only firms based in Arizona in the Wellspent graph.
- 1 advisor is listed here, who holds the CFP.
- Its Form ADV reports 2 employees and 16 individual clients, 4 of them high net worth.
- Its average account is about $161,000 (assets it manages divided by its 59 accounts).
- Its ongoing planning fee starts at $3,600 a year, below the Arizona median of $4,800.
- Its website says it's taking new clients.
Fee-only advisors in Arizona · What fee-only advisors charge in Arizona
Facts
| Based in | Glendale, Arizona |
|---|---|
| Website | craftedplanning.com |
| [email protected] | |
| Phone | (623) 244-0252 |
Crafted Financial Planning 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 $3,600 a year |
|---|---|
| One-time plan | From $2,500 |
| Asset-based fee | 1% a year on the first tier of assets |
| How it charges | Percentage of assets · Ongoing planning fee · One-time plans or projects |
In the firm's words
"Personal plans start at $300/ month" source
"Starting at" source
"$0 – $1,500,000: 1.00%" source
"Three meetings to develop an actionable plan that addresses the most important areas of your financial life." 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 · Fixed fees |
|---|---|
| Assets managed | $10 million |
| Individual clients | 12 |
| High-net-worth clients | 4 |
| Accounts managed | 59 |
| Employees | 2 |
| Planning clients | 11-25 |
| Financial planning | Offered |
| Form ADV filed | February 12, 2026 |
| SEC record | CRD 329597 |