# Crossplan Money Management

> Crossplan Money Management is a state-registered investment advisory firm in Seminole, FL, registered since 2012, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated March 24, 2026.

- CRD: 129489
- Filed as: CROSSPLAN MONEY MANAGEMENT
- Legal name: Palm Investment Strategies, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Seminole, FL
- Filing period: October 2026
- Form ADV filing dated: March 24, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/129489
- AdvisorCensus page: https://advisorcensus.com/firm/crossplan-money-management-seminole-fl-129489

## Quick answers

**How is Crossplan Money Management compensated?**
On its Form ADV (Item 5.E, October 2026), Crossplan Money Management reports these compensation arrangements: a percentage of assets under its management. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Crossplan Money Management located?**
Crossplan Money Management's principal office is in Seminole, FL, according to its Form ADV.

**Is Crossplan Money Management registered with the SEC or a state?**
Crossplan Money Management is a state-registered investment advisory firm, registered since 2012. Status as filed: APPROVED. CRD 129489.

**How much does Crossplan Money Management manage?**
Crossplan Money Management reports $64,802,108 in regulatory assets under management in its Form ADV filing dated March 24, 2026 (100% discretionary).

**What types of clients does Crossplan Money Management serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (178); high net worth individuals (12).

**Does Crossplan Money Management report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/129489

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management

### Regulatory assets under management (Item 5.F)
- Total: $64,802,108
- Discretionary: $64,802,108
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 178 | $35,504,732 |
| High net worth individuals | 12 | $27,314,814 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | Fewer than 5 | $1,361,305 |
| Charitable organizations | Fewer than 5 | $621,257 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2012 (14 years)
- Employees: 3 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: FL
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- crossplan.net
- Facebook @crossplanmoney

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Crossplan Money Management (CRD 129489): Form ADV filing data as of October 2026.