Firm
Crosscurrent Wealthmanagement
Little Rock, Arkansas
Fee-only
Crosscurrent Wealthmanagement at a glance
- One of 46 fee-only firms based in Arkansas in the Wellspent graph.
- 1 advisor is listed here, who holds the CFP.
- Its Form ADV reports 1 employee and 12 individual clients.
- Its average account is about $106,000 (assets it manages divided by its 12 accounts).
Facts
| Based in | Little Rock, Arkansas |
|---|---|
| Website | crosscurrentwealth.com |
| Phone | (501) 291-2522 |
Crosscurrent Wealthmanagement fees
Crosscurrent Wealthmanagement doesn't publish its prices on its website, or we couldn't confirm them word for word. Ask for its Form ADV Part 2A, which must describe its fees.
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 · Hourly |
|---|---|
| Assets managed | $1 million |
| Individual clients | 12 |
| Accounts managed | 12 |
| Employees | 1 |
| Planning clients | 1-10 |
| Financial planning | Offered |
| Form ADV filed | March 14, 2026 |
| SEC record | CRD 156589 |