# William Pusey

> William Pusey is a fee-only financial advisor at CrossGrain Family Investments in Henrico, Virginia. William focuses on family wealth transfer. CrossGrain Family Investments reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/william-pusey/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** CrossGrain Family Investments
- **Based in:** Henrico, Virginia
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Assets under management (firm):** $177.6M across 220 accounts
- **Specialties:** Family wealth transfer
- **CRD:** 4700336 (https://adviserinfo.sec.gov/individual/summary/4700336)
- **SEC registration:** Investment adviser representative in TX, VA
- **Exams passed:** Series 65 (2013)
- **Firm size:** 2 employees
- **Disclosures:** None reported
- **Website:** https://www.crossgrainfi.com/

## Frequently asked questions

### Is William Pusey a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: William holds no broker registration, and CrossGrain Family Investments 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, CrossGrain Family Investments, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

### Where is William Pusey based?

William Pusey is based in Henrico, Virginia.

### What does William specialize in?

William's specialties include family wealth transfer.

### Is William Pusey registered with the SEC?

Yes. William Pusey is registered as an investment adviser representative in TX and VA (CRD 4700336), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does CrossGrain Family Investments manage?

CrossGrain Family Investments reports $177.6M across 220 accounts in assets under management.

### How do I contact William Pusey?

Through William's website, www.crossgrainfi.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/4700336): 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
- The firm's website (https://www.crossgrainfi.com/): specialties, clients served, and fees, checked October 30, 2026

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