Firm
Cross Border Wealth Advisors
San Diego, California
Fee-only
Facts
| Based in | San Diego, California |
|---|---|
| Website | cbwealthadvisors.com |
| [email protected] | |
| Phone | (858) 867-3160 |
Cross Border Wealth Advisors fees
What the firm's own website says it charges, checked October 30, 2026. We keep a price only when the exact words stating it appear on the page.
| Ongoing planning | From $10,000 a year |
|---|---|
| One-time plan | From $3,500 |
| Asset-based fee | 1% a year on the first tier of assets |
| How it charges | Percentage of assets · Ongoing planning fee · One-time plans or projects |
In the firm's words
"$10,000/yr minimum · Billed quarterly in advance · No minimum engagement term" source
"Initial fee $3,500 to $6,000 Based on complexity" source
"Up to $1.5M 1.00% Same at every band" source
"$10,000/yr minimum · Billed quarterly in advance · No minimum engagement term" source
For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.
What its SEC filing says
| Paid by | Percentage of assets · Fixed fees |
|---|---|
| Assets managed | $33 million |
| Individual clients | 9 |
| Financial planning | Offered |
| Form ADV filed | October 2, 2026 |
| SEC record | CRD 309890 |