Ryan Mcclung is a CFP-designated registered investment advisor at Crossroads Wealth Planning, based in Tualatin, OR, with 9 years of industry experience. Ryan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 6 more.
Compensation
Firm Size
IM Fee
Fee Structure
Crossroads Wealth Planning charges $350 per hour for financial planning services. If a comprehensive financial plan is desired, clients will receive a quote of the estimated hours to complete the initial plan. A portion of the quoted fee will be due upon signing of the advisory contract, with any remaining balance due upon delivery of the plan. If additional hours are required beyond the quoted amount, the advisor will notify clients of the additional hours and receive consent prior to moving forward with the plan. If actual hours are less than the quoted amount, any difference will be refunded to the client, or clients can use the extra hours for future work and/or meetings, provided all work is completed within six months from the date the fee was collected.
Contact
Ryan Mcclung
Location
Tualatin, OR
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Ryan works as a Certified Public Accountant at Troy Reichlein CPA LLC, preparing tax returns and providing tax and accounting advice. This takes up approximately 75% of his time during tax season and less than 25% outside of tax season.
Employment History
Current Registrations
Crossroads Wealth Planning
Previous Registrations
Mcclung Wealth Management
State Registrations1 state
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