Greg Crofton
Adap Tax Financial, Inc. · Pleasanton, California
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.
Request an introduction to Greg →
Specialties
Who they serve
- Tech employees
- Executives
- Cross-border families
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 | $38.4M across 165 accounts |
| Credentials | CFP · EA |
| SEC registration | Investment adviser representative in CA · CRD 6915659 |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | adaptax.com |
| Profile |
How Greg's firm compares
- A one-time plan starts at $5,000, above the California median of $2,500 for fee-only firms that publish prices.
- The hourly rate is $400, above the California median of $300 for fee-only firms that publish prices.
- Adap Tax Financial, Inc.'s average account is about $232,000, from its Form ADV (assets managed divided by 165 accounts).
Request an introduction to Greg
Tell Greg a little about what you're looking for. Greg isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Greg
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- XY Planning Network directory listing : XYPN members are fee-only
- NAPFA directory listing : NAPFA admits only fee-only advisors
- Adap Tax Financial, Inc. website : specialties, clients served, and fees, checked October 28, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 21, 2026.
See something wrong? Request a correction. Read our methodology.