$9.5M Total AUM
$9.5M Disc. AUM
-- 3Y CAGR
2 Employees
17 ADV. Clients
2 yrs Firm Age
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- Custodian
- Charles Schwab & Company · SEI · Wells Fargo
- Clients
- Retail and Institutional
- Platforms
- Foundation legacyDelta pathway +more
- Established Date
- 01-26-2024
- Office Locations
- 1
Office Locations
-- Glendale AZ
About Crafted Financial Planning
Crafted Financial Planning is an RIA focused on high-earning millennials in tech and medicine, providing ongoing, plain-language planning around tax strategy, equity compensation and company benefits, plus investment guidance beyond retirement plans. The firm collaborates with clients’ CPAs and attorneys and serves clients virtually coast to coast. Client portfolios are implemented primarily with ETFs and public funds.
Team overview
-- AVG AGE
$9.5M AVG AUM / ADVISOR
$559.0K AVG AUM / CLIENT
2.4 yrs AVG TENURE
2 Employees
1 Advisory Reps
1 RIA Reps
2yrs Firm Age
Insights
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Asset Classes
Catalyst insight Optima Oak optima
Client Personas
Timber ember Radial oak
Custodian
Vital insight Capital element Optima Prime
Investment Themes
Fusion Bridge
Investment Vehicles
Wave
Services
Glacier unison Catalyst ember Alpha summit Ridge momentum Value timber Pathway frontier Matrix Ridge Eagle element Timber
Technology
Pathway insight Crest ember Meridian Ridge
Owner & Executives
JORDAN CHAD BANNING
Chief Compliance Officer, Financial Planner, Owner
- CRD
- #6404518
- Ownership
- 75% or more
(950) 721-8329
capital.fusion@matrixcapital.com
in linkedin.com/in/vertex-crest
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $9,503,300 | -- |
| Non-Discretionary | $0 | -- |
| Total | $9,503,300 | -- |
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Separately Managed Accounts
Total SMA Asset: $9,503,300
Equity - Exchange:
27.0% Public Funds:
33.6% Cash:
39.4% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $108,822,280 | 27.0% |
| Public Funds | $135,423,281 | 33.6% |
| Cash | $158,799,919 | 39.4% |
| Total | $403,045,480 | 100.0% |