Firm
Crossroads Planning, LLC
Orange, California
Fee-only
Crossroads Planning, LLC at a glance
- One of 1,191 fee-only firms based in California in the Wellspent graph.
- 2 advisors are listed here; all hold the CFP.
- Its Form ADV reports 4 employees and 124 individual clients, 20 of them high net worth.
- Its average account is about $189,000 (assets it manages divided by its 334 accounts).
- Its ongoing planning fee starts at $7,500 a year, above the California median of $6,000.
- Its website says it's taking new clients.
Fee-only advisors in California · What fee-only advisors charge in California
Facts
| Based in | Orange, California |
|---|---|
| Website | crossroads-planning.com |
| [email protected] | |
| Phone | (714) 890-0808 |
Crossroads Planning, LLC fees
What the firm's own website says it charges, checked October 28, 2026. We keep a price only when the exact words stating it appear on the page.
| Ongoing planning | From $7,500 a year |
|---|---|
| One-time plan | From $300 |
| Asset-based fee | 1% a year on the first tier of assets |
| Account minimum | $1,000,000 |
| How it charges | Percentage of assets · Flat fee · Hourly · Ongoing planning fee · One-time plans or projects |
In the firm's words
"1% AUM" source
"*min $1,000,000 in assets" source
"*On-going support for Financial Plan: add’l $7,500 annually." source
"starting at: ## $300" source
For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.
What its SEC filing says
| Paid by | Percentage of assets · Hourly · Fixed fees |
|---|---|
| Assets managed | $63 million |
| Individual clients | 104 |
| High-net-worth clients | 20 |
| Accounts managed | 334 |
| Employees | 4 |
| Planning clients | 11-25 |
| Financial planning | Offered |
| Form ADV filed | April 27, 2026 |
| SEC record | CRD 277127 |