Advisor at Crossroads Wealth Planning
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Crossroads Wealth Planning
Location
Tualatin, OR
Credentials
CFP®, Series 65
Industry experience
9 years
Ryan McClung is a CFP® professional with nine years of industry experience, currently serving as the sole advisor at Crossroads Wealth Planning in Tualatin, OR. He also works as a Certified Public Accountant at Troy Reichlein CPA LLC, where he prepares tax returns and provides tax and accounting advice for individuals, businesses, trusts, and estates. His prior work experience includes roles at Exitus Technologies, Inc. and Cascade Management, Inc. Crossroads Wealth Planning is an independent, fee-only firm that provides hourly financial planning and consulting services to individuals, including high-net-worth clients, and businesses. The firm offers a range of services such as retirement and tax planning, estate planning, cash-flow and debt management, and business planning, with investment advice delivered within planning engagements based on modern portfolio theory and passive, strategic asset allocation.
Based on Crossroads Wealth Planning
$350 per hour, negotiable
Fee-only: Hourly fee of $350 per hour, fees negotiable; clients receive a quote for comprehensive plans with estimated hours
Tualatin, OR
Oregon
Crossroads Advisory LLC
2018 - Present (8 years)
Troy Reichlein CPA, LLC
2018 - Present (8 years)
Exitus Technologies, Inc
2016 - 2017 (1 year)
Cascade Management, Inc.
2001 - 2016 (15 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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