Cross Financial Advisors

Overview

Cross Financial Advisors is an independent RIA organized as an LLC and registered with the SEC since 2017. The firm serves both individual and institutional clients and provides financial planning and portfolio management for individuals and small businesses. Its fee arrangements include percentage-of-AUM billing along with hourly and fixed-fee engagements, indicating a mix of ongoing portfolio management and project-based advisory work. Cross Financial Advisors does not identify as an ESG-focused manager, and it is not structured as a multi-state or related adviser. The firm maintains an affiliation with accounting professionals, which suggests coordination with tax and reporting workflows for clients. Cross Financial’s client base and product mix point to a traditional advisory practice that blends discretionary portfolio management with planning and fee-for-service work rather than operating as a capital allocator or large-scale pension consultant.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices