# Edward Plakans

> Edward Plakans is a fee-only financial advisor at Crosswalk Investment Advisory in Strasburg, Pennsylvania. Crosswalk Investment Advisory reports charging a percentage of assets and hourly fees on its Form ADV.

Page: https://find.wellspent.co/advisors/edward-plakans/
Built from SEC adviser records; last checked October 30, 2026.

## Facts

- **Firm:** Crosswalk Investment Advisory
- **Based in:** Strasburg, Pennsylvania
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly
- **Assets under management (firm):** $63.9M across 385 accounts
- **CRD:** 2488119 (https://adviserinfo.sec.gov/individual/summary/2488119)
- **SEC registration:** Investment adviser representative in NC, PA
- **Exams passed:** Series 63 (1999), Series 65 (1994)
- **Firm size:** 2 employees
- **Disclosures:** None reported
- **Website:** https://www.crosswalkinvestments.com/

## Frequently asked questions

### Is Edward Plakans a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Edward holds no broker registration, and Crosswalk Investment Advisory reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Edward charge for financial advice?

Edward's firm, Crosswalk Investment Advisory, reports charging a percentage of assets and hourly fees on its SEC Form ADV.

### Where is Edward Plakans based?

Edward Plakans is based in Strasburg, Pennsylvania.

### Is Edward Plakans registered with the SEC?

Yes. Edward Plakans is registered as an investment adviser representative in NC and PA (CRD 2488119), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Crosswalk Investment Advisory manage?

Crosswalk Investment Advisory reports $63.9M across 385 accounts in assets under management.

### How do I contact Edward Plakans?

Through Edward's website, www.crosswalkinvestments.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/2488119): the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026

---

Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.