Ryan Foster
Crossroads Financial Services · Pleasant Garden, North Carolina
Ryan Foster is a fee-only financial advisor at Crossroads Financial Services in Pleasant Garden, North Carolina, who holds the CFP credential. Crossroads Financial Services reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Crossroads Financial Services |
|---|---|
| Based in | Pleasant Garden, North Carolina |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $23.1M across 126 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in NC · CRD 5414840 |
| Exams passed | Series 66 (2007) |
| Firm size | 1 employee |
| Disclosures | Reported; see the SEC record |
How Ryan's firm compares
- Crossroads Financial Services's average account is about $184,000, from its Form ADV (assets managed divided by 126 accounts).
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Questions about Ryan
Is Ryan Foster a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Ryan holds no broker registration, and Crossroads Financial Services reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Ryan charge for financial advice?
Ryan's firm, Crossroads Financial Services, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Ryan Foster based?
Ryan Foster is based in Pleasant Garden, North Carolina.
What credentials does Ryan Foster hold?
Ryan Foster holds the CFP credential.
Is Ryan Foster registered with the SEC?
Yes. Ryan Foster is registered as an investment adviser representative in NC (CRD 5414840), per SEC Investment Adviser Public Disclosure data as of October 29, 2026. The record lists disclosures; see the SEC record for details.
How much does Crossroads Financial Services manage?
Crossroads Financial Services reports $23.1M across 126 accounts in assets under management.
How do I contact Ryan Foster?
Contact details aren't on file yet. Search for Crossroads Financial Services.
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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