Crossroads Planning

Crossroads Planning (CRD# 277127) is a financial advisory firm headquartered in Orange, CA. They manage $36,214,982 in 354 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
765 The City Dr. S, Suite 390, Orange, CA 92868
https://www.facebook.com/crossroadsfp
By the Numbers
  • Total Assets Under Management
    36
    MILLION
  • Total Number of Accounts
    354
    ACCOUNTS
  • Average Account Value
    $102,302
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Subscription fees (for a newsletter or periodical)
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, TX

Financial Advisors at Crossroads Planning
Showing 1 - 2 of 2 top financial advisors.
1
Tony Chan, financial advisor Orange CA
Tony T. Chan
CRD#: 6536170
765 The City Dr. S, Suite 390, Orange, CA 92868
Tony Chan (CRD# 6536170) is an Investment Advisor Representative working at Crossroads Planning in Orange, CA and has 1 year of experience in the finance industry. Tony Chan has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination,pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which putclients' interests first and comply with the Financial Planning Practice Standards.
2
Garrett Jones, financial advisor Orange CA
Garrett G. Jones
CRD#: 6386197
765 The City Dr. S, Suite 390, Orange, CA 92868

Garrett Jones (CRD# 6386197) is an Investment Advisor Representative working at Crossroads Planning in Orange, CA and has over 6 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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