Cross Border Financial Planning USA LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$145,988,521
Clients
165
Advisors
3
of 3 employees
About
Cross Border Financial Planning USA LLC provides investment advisory and financial planning services to individual and high‑net‑worth clients, delivering discretionary and non‑discretionary portfolio management, financial planning, and estate planning support. The firm also offers access to digital‑asset exposure indirectly through ETFs and SMAs and may employ sub‑advisers and model portfolios as part of its managed solutions.
The firm’s investment process integrates multiple methods of analysis — including fundamental, technical, cyclical analysis, modern portfolio theory, long‑term holdings, options strategies, and ESG screening — and tailors allocations to each client’s objectives, risk tolerance, and liquidity needs. It routinely uses third‑party money managers and platforms, acts as sponsor and portfolio manager to a wrap fee program, and directs trading and custody to selected custodians and platforms such as Charles Schwab, StoneX, Interactive Brokers and the Jersey‑based Morningstar Wealth Platform, which is governed by non‑U.S. regulations and may execute certain instructions on a different timing basis.
Compared with many supported firms, Cross Border Financial Planning USA’s structure and client mix are distinctive: it is affiliated with Cross Border Financial Planning Ltd and services include coordination with a UK‑regulated affiliate focused on non‑U.S. assets, while maintaining a meaningful non‑U.S. client base. The firm is also among a small minority of peers that sponsor a wrap fee program, use the Jersey‑based Morningstar Wealth Platform, and has disclosed operational items such as Standing Letters of Authorization and limited indirect digital‑asset exposure that can affect custody and execution arrangements.
Client services
Expertise
Occupation focus
Fee options
$300 advance for will-based estate plans, $600 advance for trust-based estate plans for clients under $1,000,000 AUM.
$0 - $500,000: 1.25% $500,001 - $1,000,000: 1.00% $1,000,001 - $2,000,000: 0.95% $2,000,001 - $3,000,000: 0.90% $3,000,001 - $5,000,000: 0.80% $5,000,001 - $10,000,000: 0.70% $10,000,001+: 0.60%
$250/month billed in advance for financial planning after first year for clients under $500,000 AUM
Fee-only: $3,000 upon completion of financial plan; then $250/month billed in advance for clients under $500,000 AUM; fees negotiable.
Main office
2001 Market St., Suite 2500
Philadelphia PA 19103
Advisors at this office
3
Most active in
California · Massachusetts · New York · Pennsylvania · Texas · Washington
Also doing business as
Cross Border Financial Planning Usa LLC · Triskell Wealth
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Quick links
Advisors at this firm
Edward C
Series 65
Philadelphia, PA
Cross Border Financial Planning USA LLC
Edward Cole is a financial advisor with Cross Border Financial Planning USA LLC, holding a Series 65 designation and four years of industry experience. He has been with Cross Border Financial Planning USA LLC since 2022 and also serves as a director at Cross Border Financial Planning Ltd., a UK-regulated investment advisory firm. Cross Border Financial Planning USA LLC provides investment advisory and financial planning services to individual and high-net-worth clients, offering discretionary and non-discretionary portfolio management, estate planning support, and indirect access to digital-asset exposure. The firm integrates multiple analysis methods and uses third-party managers and platforms, maintaining a distinctive structure with coordination to its UK-regulated affiliate and a meaningful non-U.S. client base.
Jason W
Series 66
Philadelphia, PA
Cross Border Financial Planning USA LLC
Jason Walker is a financial advisor at Cross Border Financial Planning USA LLC with 10 years of industry experience. He holds the Series 66 designation and previously worked at Raymond James & Associates for seven years. Cross Border Financial Planning USA LLC manages approximately $114.7 million for around 134 individual clients, including high net worth individuals. The firm specializes in discretionary and non-discretionary portfolio management, financial planning, and estate-planning support, with a focus on cross-border clients and affiliations with a U.K.-based counterpart.
Jameson C
Series 65
Philadelphia, PA
Cross Border Financial Planning USA LLC
Jameson Coslow is a financial advisor at Cross Border Financial Planning USA LLC with two years of industry experience. He holds a Series 65 designation and previously worked at CURI RMB Capital, LLC and Campbell & Company. His background also includes service with the Peace Corps. Cross Border Financial Planning USA LLC manages approximately $115 million for around 134 clients, including high net worth individuals. The firm provides discretionary and non-discretionary portfolio management, financial planning, and estate-planning support, with a focus on cross-border clients and a range of investment strategies.
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