Krane Financial Solutions
SEC RegisteredA Financial Plan for you. Customized for your life.
About the firm
Krane Financial Solutions is a fee-only financial planning firm led by Justin Krane, a Certified Financial Planner™ professional and founder. The firm takes a holistic approach to financial planning, helping clients unite their money with their lives and businesses. Prior to founding Krane Financial Solutions, Justin served as a Vice President, Investments, and Sales Manager at UBS Financial Services Inc. for 12 years.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Krane Financial Solutions offers Retirement Planning, Financial Life Planning, Investment Management (customized portfolios built from scratch based on client goals and risk tolerance), and CFO services for businesses including cash flow strategy, pricing, and key performance indicator tracking.
Who they serve
Individuals seeking retirement planning and financial life planning, as well as entrepreneurs looking for business financial guidance.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 102 | $47M |
| High Net Worth Individuals | 65 | $204M |
| Charitable Organizations | 7 | $6.7M |
| State/Municipal Entities | 2 | — |
23 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
2 advisors in the directory
Regulatory & compliance
Data as of March 10, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Krane Financial Solutions has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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