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- Custodian
- Charles Schwab & Company ยท Wells Fargo
- Clients
- Retail
- Platforms
- Available in AdvizorPro
- 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.
Reported data analysis
What the numbers show
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 2 advisory representatives and 139 clients, or 69.5 clients per representative. That equates to $453.7K in reported AUM per client.
The profile lists 1 reported office location and 11 years in operation. The source data was last updated on April 27, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
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Available data coverage
- Asset Classes
- Client Personas
- Custodian
- Investment Themes
- Investment Vehicles
- Services
- Technology
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The full Crossroads Planning record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
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
SMA allocation detail is available
Crossroads Planning has reported separately managed account data across 4 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.