SEC-registered firm
Registration does not mean the SEC approves or recommends the firm, and it does not imply a certain level of skill or training.
Cross Financial Advisors
Portland, OR
Cross Financial Advisors, LLC, CRD 287686
Firm filing updated September 27, 2026 ·
- $481.8MAssets
- 1,873Clients
- 11Advisory staff
- 2,907Accounts
Fees and minimums
- Hourly feesAsk the firm for the rate
All fee types on the form
- Percentage of assets under managementYes
- Hourly chargesYes
- Fixed feesYes
- Subscription fees (for a newsletter or periodical)No
- CommissionsNo
- Performance-based feesNo
- OtherNo
Who the firm serves
- Individuals1,283
- High net worth individuals548
- Pension and profit sharing plans17
- Corporations or other businesses14
- Charities11
See the client table
| Client type | Approximate number of clients | Assets |
|---|---|---|
| Individuals (other than high net worth) | 1,283 | $163.6 million |
| High net worth individuals | 548 | $304.4 million |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 17 | $3.7 million |
| Charitable organizations | 11 | $2.4 million |
| Corporations or other businesses not listed above | 14 | $7.7 million |
What the client labels mean
Here, "individuals" includes trusts, estates, and IRAs of individuals. A "high net worth individual" is a qualified client or qualified purchaser.
Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Financial planning services
- Portfolio management for individuals and/or small businesses
Assets and accounts
- Regulatory assets$481.8 million
- Accounts2,907
- DiscretionaryAll accounts
People
- Employees12
- Advisory staff11
- Broker-dealer reps12
- Licensed insurance agents10
- Planning clients251 to 500
Advisors
5 advisors with a profile on Advisable
Listed A to Z by last name. Not a ranking.
Registration details
- Legal name: Cross Financial Advisors, LLC SEC-registered investment advisor. CRD 287686, SEC file 801-110589.
- Registered with the SEC as an investment advisor (status date on record: June 22, 2017).
Is Cross Financial Advisors a fiduciary?
Short answer: Cross Financial Advisors is registered with the SEC as an investment advisor.
More detail
Some of its people may also act in other roles, such as for a broker-dealer or as insurance agents, where different rules apply. Details below.
The SEC put it this way in 2019: 'Under federal law, an investment adviser is a fiduciary.'
Some of the firm's people may also act for a broker-dealer: 12 staff are broker-dealer representatives. When someone acts for a broker-dealer, a different SEC standard, Regulation Best Interest, applies to their recommendations. Ask which role they are acting in.
10 staff are licensed insurance agents.
The firm's Form CRS explains its services, fees and conflicts in plain language: Form CRS.
About this data
Informational only. Advisable Finance is not an investment advisor, does not give investment advice, and does not endorse any advisor.