Ashley Stockdale
Crossgen Wealth · Greenville, North Carolina
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.
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Facts
| Firm | Crossgen Wealth |
|---|---|
| Based in | Greenville, North Carolina |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $222.8M across 430 accounts |
| SEC registration | Investment adviser representative in NC · CRD 6897081 |
| Exams passed | Series 63 (2021) · Series 66 (2026) |
| Firm size | 3 employees |
| Disclosures | None reported |
| Website | www.crossgenwealth.com |
How Ashley's firm compares
- Crossgen Wealth's average account is about $518,000, from its Form ADV (assets managed divided by 430 accounts).
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Questions about Ashley
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.
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
- 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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