# Ashley Stockdale

> Ashley Stockdale is a fee-only financial advisor at Crossgen Wealth in Greenville, North Carolina. Crossgen Wealth reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/ashley-stockdale/
Built from SEC adviser records; last checked October 30, 2026.

## Facts

- **Firm:** Crossgen Wealth
- **Based in:** Greenville, North Carolina
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Assets under management (firm):** $222.8M across 430 accounts
- **CRD:** 6897081 (https://adviserinfo.sec.gov/individual/summary/6897081)
- **SEC registration:** Investment adviser representative in NC
- **Exams passed:** Series 63 (2021), Series 66 (2026)
- **Firm size:** 3 employees
- **Disclosures:** None reported
- **Website:** https://www.crossgenwealth.com

## Frequently asked questions

### Is Ashley Stockdale a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Ashley holds no broker registration, and Crossgen Wealth reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Ashley charge for financial advice?

Ashley's firm, Crossgen Wealth, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

### Where is Ashley Stockdale based?

Ashley Stockdale is based in Greenville, North Carolina.

### Is Ashley Stockdale registered with the SEC?

Yes. Ashley Stockdale is registered as an investment adviser representative in NC (CRD 6897081), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Crossgen Wealth manage?

Crossgen Wealth reports $222.8M across 430 accounts in assets under management.

### How do I contact Ashley Stockdale?

Through Ashley's website, www.crossgenwealth.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/6897081): 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
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.