Firm
Crossroads Wealth Planning
Lake Oswego, Oregon
Fee-only
Crossroads Wealth Planning at a glance
- One of 191 fee-only firms based in Oregon in the Wellspent graph.
- 1 advisor is listed here, who holds the CFP.
- Its Form ADV reports 1 employee.
- Its website says it's taking new clients.
- It works with clients virtually as well as in person.
Fee-only advisors in Oregon · What fee-only advisors charge in Oregon
Facts
| Based in | Lake Oswego, Oregon |
|---|---|
| Website | crossroadsadvisory.com |
| [email protected] | |
| Phone | (503) 502-0692 |
Crossroads Wealth Planning 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.
| One-time plan | From $3,500 |
|---|---|
| Hourly | $350 an hour |
| Account minimum | None |
| How it charges | Hourly · One-time plans or projects |
In the firm's words
"the cost to develop a financial plan typically starts at $3,500" source
"Our hourly rate is $350" source
"No minimum assets requirement" source
"the cost to develop a financial plan typically starts at $3,500" 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 | Hourly |
|---|---|
| Employees | 1 |
| Planning clients | 11-25 |
| Financial planning | Offered |
| Form ADV filed | February 15, 2026 |
| SEC record | CRD 317985 |