# Crossroads Planning

> Crossroads Planning is a state-registered investment advisory firm in Orange, CA, registered since 2018, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated April 27, 2026.

- CRD: 277127
- Filed as: CROSSROADS PLANNING
- Legal name: Crossroads Planning, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Orange, CA
- Filing period: October 2026
- Form ADV filing dated: April 27, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/277127
- AdvisorCensus page: https://advisorcensus.com/firm/crossroads-planning-orange-ca-277127

## Quick answers

**How is Crossroads Planning compensated?**
On its Form ADV (Item 5.E, October 2026), Crossroads Planning reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Crossroads Planning located?**
Crossroads Planning's principal office is in Orange, CA, according to its Form ADV.

**Is Crossroads Planning registered with the SEC or a state?**
Crossroads Planning is a state-registered investment advisory firm, registered since 2018. Status as filed: APPROVED. CRD 277127.

**How much does Crossroads Planning manage?**
Crossroads Planning reports $63,065,351 in regulatory assets under management in its Form ADV filing dated April 27, 2026 (100% discretionary).

**What types of clients does Crossroads Planning serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (104); high net worth individuals (20).

**Does Crossroads Planning 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/277127

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Regulatory assets under management (Item 5.F)
- Total: $63,065,351
- Discretionary: $63,065,351
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 104 | $26,437,383 |
| High net worth individuals | 20 | $36,627,968 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops

### Firm details
- Registered since: 2018 (8 years)
- Employees: 4 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- crossroads-planning.com
- Facebook @CROSSROADSFP
- LinkedIn @TONY-T-CHAN-CFP®-EA-24396319

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Crossroads Planning (CRD 277127): Form ADV filing data as of October 2026.