# Crossroads Wealth Planning

> Crossroads Wealth Planning is a state-registered investment advisory firm, registered since 2022, with no regulatory assets under management reported in its Form ADV filing dated February 15, 2026.

- CRD: 317985
- Filed as: CROSSROADS WEALTH PLANNING
- Legal name: Crossroads Advisory LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Registered in Oregon
- Filing period: October 2026
- Form ADV filing dated: February 15, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/317985
- AdvisorCensus page: https://advisorcensus.com/firm/crossroads-wealth-planning-317985

## Quick answers

**How is Crossroads Wealth Planning compensated?**
On its Form ADV (Item 5.E, October 2026), Crossroads Wealth Planning reports these compensation arrangements: hourly charges. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Is Crossroads Wealth Planning registered with the SEC or a state?**
Crossroads Wealth Planning is a state-registered investment advisory firm, registered since 2022. Status as filed: APPROVED. CRD 317985.

**Does Crossroads Wealth 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/317985

## From the Form ADV filing

### Compensation (Item 5.E)
- Hourly charges

### Advisory services (Item 5.G)
- Financial planning services

### Firm details
- Registered since: 2022 (4 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: OR
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- crossroadsadvisory.com

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Crossroads Wealth Planning (CRD 317985): Form ADV filing data as of October 2026.