# Paul Crosbie

> Paul Crosbie is a fee-only financial advisor at WealthMap Planning in San Luis Obispo, California, who holds the CPA/PFS credential. Paul charges a one-time planning fee and hourly fees (one-time plans $4,500 and $300 an hour) and focuses on tax planning and retirement planning.

Page: https://find.wellspent.co/advisors/paul-crosbie/
Built from public directory listings; last checked November 2, 2026.

## Facts

- **Firm:** WealthMap Planning
- **Based in:** San Luis Obispo, California
- **Fee model:** One-time planning fee; Hourly
- **Fees (Advice-Only Network profile):** one-time plans $4,500; $300 an hour
- **Works virtually:** Yes (Advice-Only Network profile)
- **Accepting new clients:** Yes (Advice-Only Network profile)
- **Credentials:** CPA/PFS
- **Specialties:** Tax planning, Retirement planning
- **Works with:** Pre-retirees, Retirees, Early-career professionals
- **CRD:** 8191536 (https://adviserinfo.sec.gov/individual/summary/8191536)
- **SEC registration:** Investment adviser representative in CA
- **Exams passed:** Series 65 (2013)
- **Firm size:** 1 employee
- **Disclosures:** None reported
- **Website:** https://www.wealthmapplanning.com

## About

Paul Crosbie, CPA, PFS, founded WealthMap Planning for people who want to manage their own finances and need guidance and reassurance that they are on the right path. He believes most people do not need someone to manage their money, only sound advice they can understand and carry out themselves. His practice rests on transparency, personalization, simplicity and empowerment.

Paul began his career in tax compliance and consulting at PwC and Deloitte, advising high-net-worth individuals and Fortune 500 companies. He then directed tax and financial planning for a large family-owned business and its owner. He holds a Master of Science in Accounting with a tax specialization, earned with distinction at Cal Poly San Luis Obispo, and pairs that tax background with comprehensive planning.

Paul lives in San Luis Obispo, California, with his wife and two boys, and works with clients virtually nationwide. He enjoys backpacking, mountain biking, pickleball and coaching his sons' soccer teams.

## Frequently asked questions

### Is Paul Crosbie a fee-only financial advisor?

Yes. Paul Crosbie is listed in the Advice-Only Network (advice-only practices, no product sales). SEC records as of November 2, 2026 show no broker registration and no commission compensation reported by Paul's firm.

### How does Paul charge for financial advice?

Paul charges a one-time planning fee and hourly fees.

### Does Paul work with clients virtually?

Yes. Paul's Advice-Only Network profile says they meet with clients virtually.

### Where is Paul Crosbie based?

Paul Crosbie is based in San Luis Obispo, California.

### What does Paul specialize in?

Paul's specialties include tax planning and retirement planning. Paul works with pre-retirees, retirees and early-career professionals.

### What credentials does Paul Crosbie hold?

Paul Crosbie holds the CPA/PFS credential.

### Is Paul Crosbie registered with the SEC?

Yes. Paul Crosbie is registered as an investment adviser representative in CA (CRD 8191536), per SEC Investment Adviser Public Disclosure data as of November 2, 2026.

### How do I contact Paul Crosbie?

Through Paul's website, www.wealthmapplanning.com.

## Sources

- Advice-Only Network listing (https://adviceonlynetwork.com/advisors/Paul): advice-only practices, no product sales
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of November 2, 2026

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