Paul Crosbie
Straightforward, tax-informed plans for do-it-yourselfers who want sound advice they can understand and carry out on their own.
WealthMap Planning · San Luis Obispo, California
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.
Request an introduction to Paul →
Specialties
Who they serve
- Pre-retirees
- Retirees
- Early-career professionals
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.
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 |
| Accepting new clients | Yes |
| Credentials | CPA/PFS |
| SEC registration | Investment adviser representative in CA · CRD 8191536 |
| Exams passed | Series 65 (2013) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | www.wealthmapplanning.com |
How Paul's firm compares
- A one-time plan starts at $4,500, above the California median of $2,500 for fee-only firms that publish prices.
- The hourly rate is $300, in line with the California median of $300 for fee-only firms that publish prices.
Request an introduction to Paul
Tell Paul a little about what you're looking for. Paul 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 Paul
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- Advice-Only Network listing : advice-only practices, no product sales
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of November 2, 2026
- Directory listing last checked November 2, 2026.
See something wrong? Request a correction. Read our methodology.