Tony Chan
Crossroads Planning, LLC · Orange, California
Tony Chan is a fee-only financial advisor at Crossroads Planning, LLC in Orange, California, who holds the CFP and EA credentials. Tony charges a percentage of assets, a flat fee or retainer, hourly fees, an ongoing planning fee and a one-time planning fee (ongoing planning from $7,500 a year and one-time plans from $300) and focuses on tax planning.
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Specialties
Facts
| Firm | Crossroads Planning, LLC |
|---|---|
| Based in | Orange, California |
| Fee model | Percentage of assets · Flat fee or retainer · Hourly · Ongoing planning fee · One-time planning fee |
| Fees (firm's website) | Ongoing planning from $7,500 a year · One-time plans from $300 · 1% a year on the first tier of assets managed · A $1,000,000 asset minimum |
| Accepting new clients | Yes |
| Assets under management | $63.1M across 334 accounts |
| Credentials | CFP · EA |
| SEC registration | Investment adviser representative in CA, TX · CRD 6536170 |
| Firm size | 4 employees |
| Disclosures | None reported |
| Website | crossroads-planning.com |
| Profile |
How Tony's firm compares
- Ongoing planning starts at $7,500 a year, above the California median of $6,000 for fee-only firms that publish prices.
- A one-time plan starts at $300, below the California median of $2,500 for fee-only firms that publish prices.
- Crossroads Planning, LLC's average account is about $189,000, from its Form ADV (assets managed divided by 334 accounts).
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Questions about Tony
Is Tony Chan a fee-only financial advisor?
Yes. Tony Chan 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 Tony's firm.
How does Tony charge for financial advice?
Tony charges a percentage of assets, a flat fee or retainer, hourly fees, an ongoing planning fee and a one-time planning fee.
How much does Tony charge?
According to Crossroads Planning, LLC's website, checked October 28, 2026: ongoing planning from $7,500 a year; one-time plans from $300; 1% a year on the first tier of assets managed; a $1,000,000 asset minimum.
Where is Tony Chan based?
Tony Chan is based in Orange, California.
What does Tony specialize in?
Tony's specialties include tax planning.
What credentials does Tony Chan hold?
Tony Chan holds the CFP and EA credentials.
Is Tony Chan registered with the SEC?
Yes. Tony Chan is registered as an investment adviser representative in CA and TX (CRD 6536170), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.
How much does Crossroads Planning, LLC manage?
Crossroads Planning, LLC reports $63.1M across 334 accounts in assets under management.
How do I contact Tony Chan?
Through Tony's website, crossroads-planning.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- NAPFA directory listing : NAPFA admits only fee-only advisors
- XY Planning Network directory listing : XYPN members are fee-only
- Crossroads Planning, LLC 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.
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