Paul Crosbie is a PFS-designated registered investment advisor at Wealthmap Planning, based in San Luis Obispo, CA. Paul operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Retirement Planning, and 1 more.
Compensation
Firm Size
IM Fee
Fee Structure
After the initial planning period for the Comprehensive Financial Plan, Estate Plan, or Year-End Tax Plan, WealthMap Planning offers ongoing support at an hourly rate of $300. This support is available for the remainder of the 12-month service engagement.
- Comprehensive Financial Plan — $4,500, includes up to 4 meetings and email support during a 3-month planning period.
- Estate Plan — $1,500, includes up to 2 meetings and email support during the preparation of the Estate Plan.
- Year-End Tax Plan — $1,500, includes up to 2 meetings and email support during the preparation of the Year-End Tax Plan.
- Ongoing Support - $300/hour for assistance with implementation of the Comprehensive Financial Plan or other ad-hoc questions.
Location
San Luis Obispo, CA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Wealthmap Planning
State Registrations1 state
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