Brandon Zahal
Crossgate Wealth Advisors · Newtown, Pennsylvania
Brandon Zahal is a fee-only financial advisor at Crossgate Wealth Advisors in Newtown, Pennsylvania, who holds the CFP credential. Crossgate Wealth Advisors reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Crossgate Wealth Advisors |
|---|---|
| Based in | Newtown, Pennsylvania |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $271.9M across 758 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in PA, TX · CRD 7755841 |
| Exams passed | Series 65 (2023) |
| Firm size | 6 employees |
| Disclosures | None reported |
| Website | www.crossadvisors.com |
How Brandon's firm compares
- Crossgate Wealth Advisors's average account is about $359,000, from its Form ADV (assets managed divided by 758 accounts).
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Questions about Brandon
Is Brandon Zahal a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Brandon holds no broker registration, and Crossgate Wealth Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Brandon charge for financial advice?
Brandon's firm, Crossgate Wealth Advisors, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Brandon Zahal based?
Brandon Zahal is based in Newtown, Pennsylvania.
What credentials does Brandon Zahal hold?
Brandon Zahal holds the CFP credential.
Is Brandon Zahal registered with the SEC?
Yes. Brandon Zahal is registered as an investment adviser representative in PA and TX (CRD 7755841), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Crossgate Wealth Advisors manage?
Crossgate Wealth Advisors reports $271.9M across 758 accounts in assets under management.
How do I contact Brandon Zahal?
Through Brandon's website, www.crossadvisors.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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