CROSS ROADS DIVORCE ADVISORS

RIASEC Registered
Total AUM
Avg account
$0
Accounts
0
Employees
1
Advisory reps
1

Firm details

Headquarters
MOUNT PLEASANT, South Carolina
CRD number
281829
Fee structure
Hourly Charges
Services
Financial Planning

Firm profile

FINTRX

Overview

Cross Roads Divorce Advisors is a limited liability company focused on financial planning services delivered on an hourly-fee basis. The firm is structured as an owner-operated advisory practice and does not position itself as a capital allocator or a multi-state registered adviser. Its stated business focus centers on discrete planning engagements rather than ongoing asset management relationships, which fits with an hourly pricing model and a practice that supports clients through divorce-related financial advice and planning tasks. The firm does not report active ESG investing activity and does not operate as a pension consultant or related adviser. Given the specialty implied by the name and the advisory activity labeled as financial planning services, Cross Roads Divorce Advisors appears to operate as a consultative planning resource rather than a discretionary money manager.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

1 of 1
  • LOUIS FALVO

    CEO and FounderCRD 2107939

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

MOUNT PLEASANT, SC

CHARLESTON

Location

MOUNT PLEASANT, SC

Headquartered in MOUNT PLEASANT, SC, in the South of the United States.

Region
South
County
CHARLESTON
Address
498 Wando Park Blvd
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth