Crossgate Wealth Advisors, LLC

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Client assets under management

$271,578,514

Clients

183

38% high-net worth

Advisors

of 6 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

Typical

Average account size

$1,484,036

About

Crossgate Wealth Advisors provides fee-only investment advisory and financial planning services to individuals, high-net-worth clients, trusts and estates, offering both ongoing portfolio management (discretionary and non-discretionary) and stand‑alone financial planning engagements. The firm includes implementation and monitoring services, an initial consultation, and access to a FinHub™ client portal for account information and reporting.

The firm’s investment process blends fundamental analysis with elements of modern portfolio theory to construct customized allocations using mutual funds and ETFs, documented via an investment policy statement and reviewed quarterly; rebalancing recommendations are generally considered when allocations deviate by about five percentage points. Clients can request customized restrictions or focus areas—including socially or Biblically responsible screens and allocations to green‑energy themes—and Crossgate provides ongoing oversight, periodic meetings and year‑end tax reviews.

Noteworthy aspects include a small advisory team of three managing roughly $272 million for about 183 clients, producing a relatively high AUM-per-advisor and a smaller client roster than many peers. Crossgate also discloses use of AI tools governed by a formal AI Policy, accepts limited custody arrangements that require an annual surprise examination, and can manage variable‑annuity sub‑accounts and serve as an ERISA fiduciary for trustee‑directed plans.

Client services

Financial planning Portfolio management

Expertise

General retirement planning General tax planning Cash flow / budgeting ESG / Sustainable investing

Fee options

Percentage

$0 - $1,000,000: 1.00% annually $1,000,001 - $2,000,000: 0.75% annually $2,000,001 - $3,000,000: 0.50% annually $3,000,001 - $4,000,000: 0.40% annually $4,000,001 - $5,000,000: 0.30% annually $5,000,001+: 0.20% annually

Project-based

$250 per hour for financial planning services

Other

Fee-only: Investment advisory fees based on tiered AUM schedule; Financial planning fees charged separately on hourly basis

Main office location

Crossgate Wealth Advisors, LLC

125 Pheasant Run, Suite 100

Newtown PA 18940, United States

Number of offices

Most active in

Delaware · Florida · Massachusetts · Nebraska · New Hampshire · New Jersey · North Carolina · Pennsylvania · Texas · Virginia

Disclosures

Business activities & affiliations

Is not active or affiliated with:

Insurance agent

They sell insurance products and may earn commissions on those sales.

Broker-dealer / trader

They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.

Bank

They're affiliated with a bank that may offer its own financial products and services.

Trust company

They provide trust and estate administration services, typically for separate fees.

Fund sponsor

They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.

Accountant / CPA / tax prep

They offer tax and accounting services, typically for separate fees.

Lawyer

They provide legal services, typically billed separately.

Real estate agent

They facilitate real estate transactions and may earn commissions.

Other specialized services

They may provide services such as pension consulting or municipal advisory work, typically for separate fees.

Forms ADV

Form ADV Part 2: Client Brochure Form ADV Part 3: Client Relationship

Quick links

LinkedIn Website (215) 860-2234

Advisors at this firm

Nickolaus V

CFP®, Series 65

Newtown, PA

Crossgate Wealth Advisors, LLC

Nickolaus Von Dohlen is a CFP® with seven years of industry experience, currently serving as an advisor at Crossgate Wealth Advisors, LLC since 2016. Prior to this, he worked at TMS International Corporation from 2014 to 2016. Crossgate Wealth Advisors is a fee-only, SEC-registered firm providing portfolio management and financial planning to individuals, high-net-worth clients, trusts, and estates. The firm uses a fundamental analysis approach combined with Modern Portfolio Theory to create diversified portfolios and offers ongoing supervision, quarterly reviews, and client reporting.

General retirement planning General tax planning Cash flow / budgeting ESG / Sustainable investing

Brandon Z

CFP®, Series 65

Newtown, PA

Crossgate Wealth Advisors, LLC

Brandon Zahal is a CFP® and holds a Series 65 license, currently serving as a financial advisor at Crossgate Wealth Advisors, LLC with two years of industry experience. His prior roles include positions at Rockwood Wealth Management, Presilium Private Wealth, and Cornerstone Capital Planning Group. Crossgate Wealth Advisors is a fee-only, SEC-registered investment adviser managing approximately $236 million in client assets for individuals, high-net-worth clients, trusts, and estates. The firm uses a fundamental analysis approach combined with Modern Portfolio Theory to build diversified portfolios, offering discretionary and non-discretionary management alongside financial planning services.

General retirement planning General tax planning Cash flow / budgeting ESG / Sustainable investing

John R

CFP®

Newtown, PA

Crossgate Wealth Advisors, LLC

John Rea is a CFP® professional with 21 years of industry experience. He has been with Crossgate Wealth Advisors, LLC since 2001. Located in Newtown, PA, he is part of a three-advisor team at the firm. Crossgate Wealth Advisors is a fee-only, SEC-registered investment adviser serving individuals, high-net-worth clients, trusts, and estates. The firm employs a fundamental analysis approach combined with Modern Portfolio Theory to build diversified portfolios and provides ongoing supervision, quarterly reviews, and client reporting.

General retirement planning General tax planning Cash flow / budgeting ESG / Sustainable investing

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