Pricing

Invest in your future

We started Crafted Finance to offer high-end financial planning and investment services at a reasonable cost. We want to be THE combination of value and affordability people are looking for. If your goal is to maximize your wealth – we don't want to slow you down with high fees. What makes us unique is we don't combine financial planning and investment management in one fee. They are two separate jobs that add value to you in different ways. Aligning our incentive with the task at hand simply made sense to us. 

 

Fundamental

Financial Planning

$900 per year


Investments Managed by Crafted

.50% of balance < $1 million
.25% of balance > $1 million

per year


Children’s investment accounts

No Fee

Applies to 529 Plans and Coverdell Education Savings Accounts.


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Tailored

Financial Planning

$1,200 per year


Investments Managed by Crafted

.50% of balance < $1 million
.25% of balance > $1 million

per year


Children’s investment accounts

No Fee

Applies to 529 Plans and Coverdell Education Savings Accounts.


View Case Study

Artisan

Financial Planning

$2,400 per year


Investments Managed By Crafted

.50% of balance < $1 million
.25% of balance > $1 million

per year


Children’s investment accounts

No Fee

Applies to 529 Plans and Coverdell Education Savings Accounts.


View Case Study

Retirement Benefits

Setup

$500
waived if plan assets > $100,000


Asset Based 

.50% on the first $500,000

.25% on the next $2,500,000

.15% on the next $7,000,000

.05% on amounts over $10 million 

Contact us to schedule an appointment

We offer a free consultation and encourage you to interview multiple CFP® Professionals to find a good fit.

Contact Us

Easily access your accounts and financial plan, while staying organized.
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