Crosswalk Investment Advisory, Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$63,679,582
Clients
171
Advisors
2
of 2 employees
About
Crosswalk Investment Advisory, Inc. provides investment management, comprehensive and limited financial planning, and hourly consulting to individuals (including high‑net‑worth clients), trusts, pension and profit‑sharing plans, corporations, and estates. The firm manages client portfolios on both discretionary and non‑discretionary bases and reports managing approximately $63.9 million in client assets across its client base.
The firm’s investment process uses both fundamental and technical analysis and employs a range of strategies from buy‑and‑hold and asset allocation to shorter‑term trading, short sales, and option writing (including covered and uncovered positions). Accounts are reviewed on a continuous basis, clients receive semi‑annual written summaries, and trading is conducted through independent custodial arrangements.
Distinctive aspects include an affiliation with an affiliated tax planning and return‑preparation business through which clients may obtain income tax planning and preparation for separate fees, with firm personnel allocating part of their time to those services. Relative to many peers of similar size, the firm also discloses the use of higher‑complexity trading techniques (short sales and uncovered options) and states it does not accept third‑party sales compensation or soft‑dollar benefits.
Client services
Expertise
Fee options
$0 - $2,499,999.99: 1.00% $2,500,000+: 0.75%
$85 - $150 per hour, negotiable
Account minimum: $100,000
Main office
108 West Main Street
Strasburg PA 17579
Advisors at this office
2
Most active in
North Carolina · Pennsylvania
Also doing business as
Crosswalk Investment Advisory, Inc. · Crosswalk Investments
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:
-
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.
Forms ADV
Advisors at this firm
Lee K
Series 63, Series 65
Strasburg, PA
Crosswalk Investment Advisory, Inc.
Lee Kerr is a financial advisor at Crosswalk Investment Advisory, Inc. with 26 years of industry experience. He has been with Crosswalk Investment Advisory since 1999. Kerr holds Series 63 and Series 65 licenses. Crosswalk Investment Advisory, Inc. provides investment management, financial planning, and consulting services to individuals, trusts, pension and profit-sharing plans, corporations, and estates. The firm employs a range of strategies including fundamental and technical analysis, buy-and-hold, asset allocation, shorter-term trading, short sales, and option writing.
Edward P
Series 63, Series 65
Strasburg, PA
Crosswalk Investment Advisory, Inc.
Edward Plakans is a financial advisor at Crosswalk Investment Advisory, Inc. in Strasburg, PA, holding Series 63 and Series 65 licenses with 26 years of industry experience. He has been with Crosswalk Investment Advisory since 1999. Crosswalk Investment Advisory, Inc. provides investment management, financial planning, and consulting services to individuals, trusts, pension and profit-sharing plans, corporations, and estates. The firm employs a range of investment strategies, including buy-and-hold, asset allocation, short-term trading, short sales, and option writing, managing approximately $63.9 million in client assets.
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor's Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")