# Crossroads Planning

Crossroads Planning is a RIA.

## Overview

- **Organization type:** RIA
- **Assets under management:** Undisclosed
- **Website:** https://crossroadsplanning.com
- **LinkedIn:** https://www.linkedin.com/company/tony-t-chan-cfp%c2%ae-ea-24396319

## Regulatory record

- **CRD number:** 277127
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/277127

## About

CROSSROADS PLANNING is a state-registered investment adviser in ORANGE, CA. The firm manages approximately $63 million in regulatory assets. It has 4 employees and 2 investment advisers.

## Questions

### How can one verify Crossroads Planning's regulatory standing?

Crossroads Planning is a registered investment advisor, but its SEC or state filings have not been reviewed in this profile. Interested parties should check the SEC's Investment Advisor Public Disclosure (IAPD) database for the firm's filing history.

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Last updated: 2026-06-03T20:00:00.000Z

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