Andrea Broughton
WealthCrossing · Richmond, Virginia
Andrea Broughton is a fee-only financial advisor at WealthCrossing in Richmond, Virginia. Andrea focuses on estate & legacy planning, tax planning and family wealth transfer. WealthCrossing reports charging a percentage of assets and fixed fees on its Form ADV.
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Specialties
Who they serve
- Pre-retirees
- Retirees
- Multi-generational families
Facts
| Firm | WealthCrossing |
|---|---|
| Based in | Richmond, Virginia |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $1.54B across 1,318 accounts |
| SEC registration | Investment adviser representative in VA · CRD 4641609 |
| Exams passed | Series 65 (2003) |
| Firm size | 18 employees |
| Disclosures | None reported |
| Website | www.wealth-crossing.com |
| Profile |
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Questions about Andrea
Is Andrea Broughton a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Andrea holds no broker registration, and WealthCrossing reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Andrea charge for financial advice?
Andrea's firm, WealthCrossing, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Andrea Broughton based?
Andrea Broughton is based in Richmond, Virginia.
What does Andrea specialize in?
Andrea's specialties include estate & legacy planning, tax planning and family wealth transfer. Andrea works with pre-retirees, retirees and multi-generational families.
Is Andrea Broughton registered with the SEC?
Yes. Andrea Broughton is registered as an investment adviser representative in VA (CRD 4641609), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does WealthCrossing manage?
WealthCrossing reports $1.54B across 1,318 accounts in assets under management.
How do I contact Andrea Broughton?
Through Andrea's website, www.wealth-crossing.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
- WealthCrossing 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.
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