Victor Gersten
Cross Border Wealth Advisors · San Diego, California
Victor Gersten is a fee-only financial advisor at Cross Border Wealth Advisors in San Diego, California, who holds the CFP credential. Victor charges a percentage of assets, an ongoing planning fee and a one-time planning fee (ongoing planning from $10,000 a year and one-time plans from $3,500) and focuses on cross-border (US / Canada), retirement planning and tax planning.
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Specialties
Who they serve
- Cross-border families
- Retirees
- Founders
Facts
| Firm | Cross Border Wealth Advisors |
|---|---|
| Based in | San Diego, California |
| Fee model | Percentage of assets · Ongoing planning fee · One-time planning fee |
| Fees (firm's website) | Ongoing planning from $10,000 a year · One-time plans from $3,500 · 1% a year on the first tier of assets managed |
| Languages | Spanish |
| Accepting new clients | Yes |
| Assets under management | $33.4M across 90 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in CA · CRD 6160946 |
| Exams passed | Series 63 (2013) · Series 65 (2013) |
| Firm size | 1 employee |
| Disclosures | Reported; see the SEC record |
| Website | cbwealthadvisors.com |
| Profile |
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Questions about Victor
Is Victor Gersten a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Victor holds no broker registration, and Cross Border Wealth Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Victor charge for financial advice?
Victor charges a percentage of assets, an ongoing planning fee and a one-time planning fee.
How much does Victor charge?
According to Cross Border Wealth Advisors's website, checked October 30, 2026: ongoing planning from $10,000 a year; one-time plans from $3,500; 1% a year on the first tier of assets managed.
What languages does Victor work in?
Besides English, Cross Border Wealth Advisors offers service in Spanish, according to its website.
Where is Victor Gersten based?
Victor Gersten is based in San Diego, California.
What does Victor specialize in?
Victor's specialties include cross-border (US / Canada), retirement planning, tax planning, small business owners and estate & legacy planning. Victor works with cross-border families, retirees and founders.
What credentials does Victor Gersten hold?
Victor Gersten holds the CFP credential.
Is Victor Gersten registered with the SEC?
Yes. Victor Gersten is registered as an investment adviser representative in CA (CRD 6160946), per SEC Investment Adviser Public Disclosure data as of October 29, 2026. The record lists disclosures; see the SEC record for details.
How much does Cross Border Wealth Advisors manage?
Cross Border Wealth Advisors reports $33.4M across 90 accounts in assets under management.
How do I contact Victor Gersten?
Through Victor's website, cbwealthadvisors.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
- Cross Border Wealth Advisors 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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