Crossroads Wealth Planning
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
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
Expertise
Occupation focus
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
Tualatin OR
Advisors at this office
1
Most active in
Oregon
Also doing business as
Crossroads Advisory · Crossroads Advisory LLC · Crossroads Wealth Planning
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
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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