Crossroads Wealth Planning
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$0
Total clients
16
0% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
16
Average account size
$0
About
The firm provides fee-only, hourly financial planning and related consulting to individuals (including high-net-worth clients) and businesses, with services that include retirement and tax planning, estate planning, cash-flow and debt management, and business planning. It also offers accounting and business advisory services as part of its client work rather than acting as an asset manager.
The firm does not provide discretionary portfolio management or custody; investment advice, when given, is delivered within financial planning engagements and is grounded in modern portfolio theory and a preference for passive, strategic asset allocation with tactical adjustments as appropriate. Services are tailored to each client’s risk tolerance and objectives, and clients may impose written restrictions on recommended securities or sectors.
Notable distinctions include the principal’s active role as a practicing Certified Public Accountant at a public accounting firm and the firm’s explicit disclosure of potential cross-referral conflicts arising from that relationship, as well as its provision of accounting services alongside planning. The firm reports no assets under management and relies on hourly, fee-only planning rather than percentage-of-AUM billing, a combination that is less common among independent adviser peers.
Client services
Financial planning
Expertise
General retirement planning
Retirement income strategy
Cash flow / budgeting
College savings (529s, UTMA, etc.)
Business sale tax planning
Occupation focus
Founder/Business Owner
Fee options
$350 per hour, negotiable
Fee-only: Hourly fee of $350 per hour, fees negotiable; clients receive a quote for comprehensive plans with estimated hours
Main office location
Crossroads Wealth Planning
Tualatin OR, United States
Number of offices
2
Most active in
Crossroads Wealth Planning has reported serving >5 clients in these states in the last 12 months.
Oregon
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
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:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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