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- Custodian
- Charles Schwab & Company ยท Wells Fargo
- Clients
- Retail
- Platforms
- Available
- Established Date
- 09-03-2015
- Office Locations
- 1
Office Locations
About Crossroads Planning
Crossroads Planning is an Orange, CA RIA providing tax-first financial planning and investment management for busy professionals and entrepreneurs, including growing families. The team helps clients reduce tax liabilities, coordinate insurance/college/retirement strategies, and build diversified, risk-aligned portfolios (ETF-heavy in managed accounts). Meetings can be virtual, with a secure client portal and client dashboard for consolidated views and document sharing.
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Owner & Executives
TONY TINKA CHAN
Chief Compliance Officer, Financial Advisor, General Partner, Managing Member, PRINCIPAL
- CRD
- #6536170
- Ownership
- 75% or more
GARRETT GUNNAR JONES
Financial Advisor, General Partner, WEALTH PLANNER
- CRD
- #6386197
- Ownership
- 10% but less than 25%
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $63,065,351 | -- |
| Non-Discretionary | $0 | -- |
| Total | $63,065,351 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Public Funds | Available | Available |
| Equity - OTC | Available | Available |
| Total | Available | Available |
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