CROSSROADS PLANNING
Firm details
- Headquarters
- ORANGE, California
- CRD number
- 277127
- Website
- crossroads-planning.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI58.08%
- Individuals41.92%
- Services
- Financial PlanningPortfolio Management for IndividualsEducational Seminars / Workshops
Firm profile
FINTRXOverview
Crossroads Planning LLC operates as an independent registered investment adviser serving individual and family clients. The firm is owned by an individual and combines financial planning, portfolio management for individuals and small businesses, and educational workshops with professional accounting services. Its billing mixes asset-based fees with hourly and fixed-fee arrangements. Crossroads Planning does not position itself as a capital allocator and does not flag active ESG investing or multi-state advisory activity in its filings.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities95%
- Public Funds/Mutual Funds2%
- Cash & Cash Equivalents2%
- Non-Exchange Traded Equities1%
Contacts
2 of 2TONY CHAN
Registered Investment AdvisorCRD 6536170
GARRETT JONES
Tax Advisor and Financial PlannerCRD 6386197
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
ORANGE, CA
ORANGE
Location
ORANGE, CA
Headquartered in ORANGE, CA, anchoring the Los Angeles-Long Beach, CA metro in the West.
- Metro area
- Los Angeles-Long Beach, CA
- Region
- West
- County
- ORANGE
- Address
- 765 The City Dr S
- Time zone
- PT (UTC-8)
- Office locations
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