PlannerFees

Crossroads Wealth Planning fees and pricing

Financial planner in Tualatin, Oregon. Registered with state securities regulators.

According to its Form ADV Part 2A brochure dated February 15, 2026, Crossroads Wealth Planning charges $350 an hour for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed February 15, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate
$350/hr
“Our hourly rate is $350.”

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

How Crossroads Wealth Planning bills

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

  • “Fees are negotiable at the discretion of the Advisor and the final agreed upon fee will be outlined in your Advisory Contract.”
  • “For all future hourly work or limited scope hourly engagements, hours will be totaled and collected bi-weekly (every two weeks) in arrears.”
  • “Fees for this service may be paid by electronic funds transfer, debit/credit card and check at the discretion of CWP.”

How Crossroads Wealth Planning’s fees compare

  • Its hourly rate of $350 is above the Oregon median of $250. 72% of the 123 other Oregon planners that publish an hourly rate charge less.
  • 2 of the 2 other planners in Tualatin that publish an hourly rate charge less.
  • It doesn't charge a percentage of the assets it manages, so its fee won't grow with your portfolio.

About Crossroads Wealth Planning

“We provide hourly financial planning services.”
From the firm's description of its advisory business in its Form ADV brochure.
  • Principal: Ryan McClung
  • Solo practice: one person runs the firm, so you work directly with the planner.
  • Credentials named in the brochure: CPA.
  • Founded: 2018 (8 years).

Planning areas mentioned in the brochure

  • Retirement planning
  • Tax planning
  • Estate planning
  • Business owners
  • Cash flow and budgeting

Firm details from Form ADV

How the firm is paid
Hourly fees
Charges a % of assets
No
Employees
1
Services reported to regulators
Financial planning
Registered with
State securities regulators
Disciplinary disclosures
None reported
SEC CRD number
317985
Website
crossroadsadvisory.com (opens in new tab)
Phone
(503) 502-0692

Other planners in Tualatin that publish fees

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