Cross Border Financial Planning USA LLC

Overview

Cross Border Financial Planning USA LLC is an SEC-registered independent RIA formed as a limited liability company in 2025. Ownership is split between a foreign entity and an individual, and the firm bills clients on a percentage-of-AUM basis. It positions itself as a capital allocator that serves both individuals and families as well as institutional clients, offering portfolio management for individuals and small businesses and the selection of third‑party advisers. The firm identifies as an active ESG investor, and its business model includes delegating to other managers when appropriate. The snapshot data indicates it is not designated as a multi‑state adviser.

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Location & Offices