CROSSPLAN MONEY MANAGEMENT

Overview

Crossplan Money Management is a small, owner-operated advisory firm that focuses on fee-based portfolio management for individuals, families and small institutions. The firm acts as a capital allocator, managing client portfolios directly and selecting third‑party advisers where specialized expertise is required. Its stated advisory activities include portfolio management for individuals and small businesses, portfolio management for businesses or institutions, and selection of other advisers. Investment preferences skew toward equities—with exchange‑traded equities and ETFs forming the largest single category on the firm’s books—while the firm also uses mutual funds and allocates to hedge funds as part of its alternative sleeve. Investment approach is centered on discretionary portfolio management delivered through separately managed account structures, with portfolios constructed to meet individual client objectives and delivered via percentage‑of‑AUM billing. Crossplan is not identified as an active ESG investor and is not registered as a multi‑state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices