PlannerFees

Crossroads Planning fees and pricing

Financial planner in Orange, California. Registered with state securities regulators.

According to its Form ADV Part 2A brochure dated April 27, 2026, Crossroads Planning charges a flat or project fee of $5,000 and an annual fee of $3,600 for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed April 27, 2026. Fees can change, so confirm with the firm before you hire them.

Flat or project fee
$5,000
“The Financial Plan fee starts at $5,000 and includes the delivery of the plan.”
Annual fee
$3,600/yr
“The Annual Retainer fee starts at $3,600 and will be billed quarterly, in arrears.”

Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)

How Crossroads Planning bills

Payment and refund terms, quoted from the fee section of the brochure.

  • “Fees are to be paid by check or draft from US-based financial institutions.”
  • “We do not require a deposit to initiate the engagement; the entire fee is due upon delivery of our invoice which coincides with the presentation of your plan.”
  • “An hourly engagement lasting more than one month may be billed at the end of each month for time incurred.”

How Crossroads Planning’s fees compare

  • Its flat or project fee of $5,000 matches the California median of $5,000. 49% of the 796 other California planners that publish a flat or project fee charge less.
  • 2 of the 2 other planners in Orange that publish a flat or project fee charge less.
  • Its annual fee of $3,600 is below the California median of $6,250. 28% of the 224 other California planners that publish an annual fee charge less.

About Crossroads Planning

“We also provide periodic educational workshops involving a broad range of financial planning and investing topics.”
From the firm's description of its advisory business in its Form ADV brochure.
  • Firm size: 4 employees.
  • Credentials named in the brochure: CFP® and EA.
  • Founded: 2015 (11 years).

Planning areas mentioned in the brochure

  • Retirement planning
  • Tax planning
  • Estate planning
  • College planning
  • Equity compensation
  • Cash flow and budgeting

Firm details from Form ADV

How the firm is paid
Hourly fees, fixed or flat fees, percentage of assets under management
Charges a % of assets
Yes
Highest asset based fee in brochure
1% a year
Clients
124
Employees
4
Works with
Individuals and high net worth individuals
Services reported to regulators
Financial planning, portfolio management for individuals and small businesses, and educational seminars and workshops
Assets managed
$63,065,351
Registered with
State securities regulators
Disciplinary disclosures
None reported
SEC CRD number
277127
Website
crossroads-planning.com (opens in new tab)
Phone
(714) 890-0808

Other planners in Orange that publish fees

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Is something on this page wrong or out of date? Email corrections@plannerfees.com and PlannerFees will check it against the firm's latest filing.