Tony Chan is a CFP-designated registered investment advisor at Crossroads Planning, based in Orange, CA, with 11 years of industry experience. Tony operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Divorce Planning, Education Planning, Estate Planning, and 7 more. Their firm serves 124 clients with $63M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $5.0M | 0.75% |
| $5M+ | 0.50% |
Fees are based on the average daily balance during the previous calendar quarter. Accounts for members of the same family can be aggregated for fee discounts. Planning clients with at least $500,000 in assets under management pay only this asset-based fee.
Fee Estimator
Contact
Tony Chan
Location
765 the City Dr. S, Suite 390, Orange, CA, 92868
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Crossroads Planning
Previous Registrations
Crossroads Planning
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
Additional Information
Tony T. Chan, CFP®, EA graduating from the California State University of Fullerton with a Bachelor's Degree in Finance and minoring in Military Science.
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