Cross Border Wealth Advisors
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$33,413,383
Clients
18
50% high-net worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
18
LowAverage account size
$1,856,299
About
Cross Border Wealth Advisors provides comprehensive financial planning and investment management to individuals and families, including both one‑time project-based plans and ongoing wealth management engagements. Services cover cash flow and debt management, retirement and estate planning, insurance and tax planning, and coordination of implementation with custodians and outside managers.
The firm primarily constructs diversified, low‑cost portfolios using index funds and ETFs but also applies fundamental, technical, and cyclical analysis when appropriate, and offers both discretionary and non‑discretionary account management. It assists clients in selecting and overseeing outside managers, conducts quarterly reviews of investment management clients, and delivers written financial plans with annual monitoring.
Distinctive features include a focus on cross‑border and expatriate tax issues: the firm’s principal holds both tax and financial planning credentials and the firm partners with tax professionals to handle complex cross‑border filings and related tax preparation, at times absorbing those fees. The firm manages roughly $33.4 million across about 18 clients, reflecting a relatively concentrated, higher‑AUM client roster compared with many independent advisers that predominantly serve non‑HNW individuals.
Client services
Financial planning
Portfolio management
Selection of other advisers
Expertise
Cross-border / expatriate tax planning
General retirement planning
Cash flow / budgeting
College savings (529s, UTMA, etc.)
Fee options
Fixed fee of $3,500 to $6,000 for construction of Comprehensive Financial Plan; $4,788 annual fee for ongoing financial planning
$0 - $1,000,000: 1.00% annually $1,000,001 - $2,500,000: 0.75% annually $2,500,001 - $10,000,000: 0.50% annually $10,000,001+: Negotiated
$400 per hour for updates or revisions to financial plan
Minimum fee: Minimum annual fee of $10,000 for wealth management clients Fee-only: Fixed fees for financial planning: $3,500 to $6,000 for Comprehensive Financial Plan; $4,788 annually for ongoing financial planning (paid quarterly in advance); hourly rate $400 for updates or revisions
Main office location
Cross Border Wealth Advisors
San Diego CA, United States
Number of offices
1
Most active in
Cross Border Wealth Advisors has reported serving >5 clients in these states in the last 12 months.
California
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
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