# Greg Crofton

> Greg Crofton is a fee-only financial advisor at Adap Tax Financial, Inc. in Pleasanton, California, who holds the CFP and EA credentials. Greg charges hourly fees, a flat fee or retainer, a one-time planning fee and a percentage of assets (one-time plans from $5,000 and $400 an hour) and focuses on equity compensation, small business owners and real estate investors.

Page: https://find.wellspent.co/advisors/greg-crofton/
Built from public directory listings; last checked April 21, 2026.

## Facts

- **Firm:** Adap Tax Financial, Inc.
- **Based in:** Pleasanton, California
- **Fee model:** Hourly; Flat fee or retainer; One-time planning fee; Percentage of assets
- **Fees (firm's website):** one-time plans from $5,000; $400 an hour
- **Assets under management (firm):** $38.4M across 165 accounts
- **Credentials:** CFP, EA
- **Specialties:** Equity compensation, Small business owners, Real estate investors, Tax planning
- **Works with:** Tech employees, Executives, Cross-border families
- **CRD:** 6915659 (https://adviserinfo.sec.gov/individual/summary/6915659)
- **SEC registration:** Investment adviser representative in CA
- **Firm size:** 1 employee
- **Disclosures:** None reported
- **Website:** https://adaptax.com

## Frequently asked questions

### Is Greg Crofton a fee-only financial advisor?

Yes. Greg Crofton is listed in the XY Planning Network directory (XYPN members are fee-only) and the NAPFA directory (NAPFA admits only fee-only advisors). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Greg's firm.

### How does Greg charge for financial advice?

Greg charges hourly fees, a flat fee or retainer, a one-time planning fee and a percentage of assets.

### How much does Greg charge?

According to Adap Tax Financial, Inc.'s website, checked October 28, 2026: one-time plans from $5,000; $400 an hour.

### Where is Greg Crofton based?

Greg Crofton is based in Pleasanton, California.

### What does Greg specialize in?

Greg's specialties include equity compensation, small business owners, real estate investors and tax planning. Greg works with tech employees, executives and cross-border families.

### What credentials does Greg Crofton hold?

Greg Crofton holds the CFP and EA credentials.

### Is Greg Crofton registered with the SEC?

Yes. Greg Crofton is registered as an investment adviser representative in CA (CRD 6915659), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.

### How much does Adap Tax Financial, Inc. manage?

Adap Tax Financial, Inc. reports $38.4M across 165 accounts in assets under management.

### How do I contact Greg Crofton?

Through Greg's website, adaptax.com.

## Sources

- XY Planning Network directory listing (https://www.xyplanningnetwork.com/find-an-advisor/greg-crofton-10271): XYPN members are fee-only
- NAPFA directory listing: NAPFA admits only fee-only advisors
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 27, 2026
- The firm's website (https://adaptax.com/): specialties, clients served, and fees, checked October 28, 2026

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