# Ryan McClung

> Ryan McClung is a fee-only financial advisor at Crossroads Wealth Planning in Lake Oswego, Oregon, who holds the CEPA, CFP and CPA credentials. Ryan charges hourly fees and a one-time planning fee (one-time plans from $3,500 and $350 an hour) and focuses on tax planning, estate & legacy planning and retirement planning.

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

## Facts

- **Firm:** Crossroads Wealth Planning
- **Based in:** Lake Oswego, Oregon
- **Fee model:** Hourly; One-time planning fee
- **Fees (firm's website):** one-time plans from $3,500; $350 an hour; no asset minimum
- **Works virtually:** Yes (firm's website)
- **Accepting new clients:** Yes (firm's website)
- **Credentials:** CEPA, CFP, CPA
- **Specialties:** Tax planning, Estate & legacy planning, Retirement planning, Founders (pre-exit)
- **Works with:** High earners, Founders, Pre-retirees
- **CRD:** 5522230 (https://adviserinfo.sec.gov/individual/summary/5522230)
- **SEC registration:** Investment adviser representative in OR
- **Exams passed:** Series 65 (2008)
- **Firm size:** 1 employee
- **Disclosures:** None reported
- **Website:** http://crossroadsadvisory.com

## Frequently asked questions

### Is Ryan McClung a fee-only financial advisor?

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

### How does Ryan charge for financial advice?

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

### How much does Ryan charge?

According to Crossroads Wealth Planning's website, checked October 28, 2026: one-time plans from $3,500; $350 an hour; no asset minimum.

### Does Ryan work with clients virtually?

Yes. Crossroads Wealth Planning says on its website that it works with clients remotely.

### Where is Ryan McClung based?

Ryan McClung is based in Lake Oswego, Oregon.

### What does Ryan specialize in?

Ryan's specialties include tax planning, estate & legacy planning, retirement planning and founders (pre-exit). Ryan works with high earners, founders and pre-retirees.

### What credentials does Ryan McClung hold?

Ryan McClung holds the CEPA, CFP and CPA credentials.

### Is Ryan McClung registered with the SEC?

Yes. Ryan McClung is registered as an investment adviser representative in OR (CRD 5522230), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.

### How do I contact Ryan McClung?

Through Ryan's website, crossroadsadvisory.com.

## Sources

- NAPFA directory listing (https://www.napfa.org/find-an-advisor/firm/48135): NAPFA admits only fee-only advisors
- XY Planning Network directory listing: XYPN members are fee-only
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 27, 2026
- The firm's website (https://crossroadsadvisory.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.