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Crossroads Wealth Planning
Crossroads Wealth Planning is a US-based registered investment advisor offering financial planning and wealth management for high-net-worth families.
Crossroads Wealth Planning
Crossroads Wealth Planning is a registered investment advisor (RIA) based in the United States. No founding year, named principals, or wealth origin have been publicly disclosed. The firm's core identity centers on wealth planning and portfolio management for individuals and families. The firm's investment approach combines asset allocation across equities, fixed income, and cash, with additional services in retirement and estate planning. Crossroads Wealth Planning does not appear to maintain a public direct investment program or venture capital arm. Client portfolios are tailored to risk tolerance and financial goals, with an emphasis on tax-efficient strategies and intergenerational wealth transfer. Team size and additional offices are not publicly available. No recent operational events were captured in public records. The firm likely serves clients across the United States, though specific geographic concentration is unclear. Crossroads Wealth Planning's structural differentiator is its RIA registration and fiduciary duty, which requires the firm to act in clients' best interests rather than selling proprietary products. This model aligns the firm with independent advisors who manage external relationships with custodians and third-party asset managers.
General information
Firm type
Multi Family Office
Year founded
—
AUM
Undisclosed
Location
Region
North America
Country
United States
City
—
Corporate office
United States
Sector focus
Frequently asked questions
What services does Crossroads Wealth Planning offer?
Crossroads Wealth Planning provides financial planning, portfolio management, estate planning, retirement planning, and tax strategy. The firm works with individuals and families to coordinate wealth management across multiple areas.
Is Crossroads Wealth Planning a fiduciary?
Yes, Crossroads Wealth Planning is a registered investment advisor (RIA), which imposes a fiduciary duty to act in clients' best interests. This structure differentiates it from broker-dealers who may not be held to the same standard.
Who is the target client for Crossroads Wealth Planning?
The firm serves high-net-worth individuals and families seeking comprehensive wealth planning. Clients typically have complex financial situations requiring coordinated tax, estate, and investment strategies.
Does Crossroads Wealth Planning manage alternative investments or venture capital?
Public data does not indicate a direct alternative investments or venture capital program. The firm's described focus is on traditional asset allocation and financial planning, not private market direct investing.
How does Crossroads Wealth Planning charge for its services?
Fee structure is not publicly disclosed. Typically, RIAs charge a percentage of assets under management (AUM), a flat fee, or an hourly rate for planning services. Crossroads Wealth Planning's specific schedule is not available.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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