Adam Cross
AMC Wealth · Chicago, Illinois
Adam Cross is a fee-only financial advisor at AMC Wealth in Chicago, Illinois. Adam charges a percentage of assets and hourly fees (0.3%–1% a year of assets managed and a $100,000 asset minimum).
Request an introduction to Adam →
Facts
| Firm | AMC Wealth |
|---|---|
| Based in | Chicago, Illinois |
| Fee model | Percentage of assets · Hourly |
| Fees (firm's website) | 0.3%–1% a year of assets managed · A $100,000 asset minimum |
| Assets under management | $111.0M across 256 accounts |
| SEC registration | Investment adviser representative in CA, FL, IL, MO, NV, NY, TX, UT · CRD 5888011 |
| Exams passed | Series 66 (2013) |
| Firm size | 7 employees |
| Disclosures | None reported |
| Website | amcwealth.com |
| Profile |
How Adam's firm compares
- AMC Wealth's average account is about $434,000, from its Form ADV (assets managed divided by 256 accounts).
Request an introduction to Adam
Tell Adam a little about what you're looking for. Adam isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Adam
Is Adam Cross a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Adam holds no broker registration, and AMC Wealth reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Adam charge for financial advice?
Adam charges a percentage of assets and hourly fees.
How much does Adam charge?
According to AMC Wealth's website, checked October 30, 2026: 0.3%–1% a year of assets managed; a $100,000 asset minimum.
Where is Adam Cross based?
Adam Cross is based in Chicago, Illinois.
Is Adam Cross registered with the SEC?
Yes. Adam Cross is registered as an investment adviser representative in CA, FL, IL, MO, NV, NY, TX and UT (CRD 5888011), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does AMC Wealth manage?
AMC Wealth reports $111.0M across 256 accounts in assets under management.
How do I contact Adam Cross?
Through Adam's website, amcwealth.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- AMC Wealth website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
See something wrong? Request a correction. Read our methodology.