William Litchfield
Crossgen Wealth · Greenville, North Carolina
William Litchfield 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, TX · CRD 4639672 |
| Exams passed | Series 63 (2003) · Series 66 (2010) |
| Firm size | 3 employees |
| Disclosures | None reported |
| Website | www.crossgenwealth.com |
| Profile |
How William'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 William
Is William Litchfield a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: William 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 William charge for financial advice?
William's firm, Crossgen Wealth, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is William Litchfield based?
William Litchfield is based in Greenville, North Carolina.
Is William Litchfield registered with the SEC?
Yes. William Litchfield is registered as an investment adviser representative in NC and TX (CRD 4639672), 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 William Litchfield?
Through William'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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