Garrett Jones
Crossroads Planning · Orange, California
Garrett Jones is a fee-only financial advisor at Crossroads Planning in Orange, California, who holds the CFP credential. Crossroads Planning reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Crossroads Planning |
|---|---|
| Based in | Orange, California |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $63.1M across 334 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in CA · CRD 6386197 |
| Exams passed | Series 63 (2017) |
| Firm size | 4 employees |
| Disclosures | None reported |
| Website | www.crossroads-planning.com |
How Garrett's firm compares
- Crossroads Planning's average account is about $189,000, from its Form ADV (assets managed divided by 334 accounts).
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Questions about Garrett
Is Garrett Jones a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Garrett holds no broker registration, and Crossroads Planning reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Garrett charge for financial advice?
Garrett's firm, Crossroads Planning, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Garrett Jones based?
Garrett Jones is based in Orange, California.
What credentials does Garrett Jones hold?
Garrett Jones holds the CFP credential.
Is Garrett Jones registered with the SEC?
Yes. Garrett Jones is registered as an investment adviser representative in CA (CRD 6386197), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Crossroads Planning manage?
Crossroads Planning reports $63.1M across 334 accounts in assets under management.
How do I contact Garrett Jones?
Through Garrett's website, www.crossroads-planning.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : 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 : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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