Cross Roads Divorce Advisors
Firm details
- Headquarters
- Mount Pleasant, South Carolina
- CRD number
- 281829
- Fee structure
- Hourly Charges
- Services
- Financial Planning
Firm profile
FINTRXOverview
Cross Roads Divorce Advisors is a limited liability company focused on financial planning services delivered on an hourly-fee basis. The firm is structured as an owner-operated advisory practice and does not position itself as a capital allocator or a multi-state registered adviser. Its stated business focus centers on discrete planning engagements rather than ongoing asset management relationships, which fits with an hourly pricing model and a practice that supports clients through divorce-related financial advice and planning tasks. The firm does not report active ESG investing activity and does not operate as a pension consultant or related adviser. Given the specialty implied by the name and the advisory activity labeled as financial planning services, Cross Roads Divorce Advisors appears to operate as a consultative planning resource rather than a discretionary money manager.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
1 of 1
Louis Falvo
CEO and FounderCRD 2107939
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Mount Pleasant, SC
Charleston
Location
Mount Pleasant, SC
Headquartered in Mount Pleasant, SC, in the South of the United States.
- Region
- South
- County
- Charleston
- Address
- 498 Wando Park Blvd
- Time zone
- ET (UTC-5)
- Office locations
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