Crossgate Wealth Advisors, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Crossgate Wealth Advisors provides fee-only investment advisory and financial planning services to individuals, high-net-worth clients, trusts and estates, offering both ongoing portfolio management (discretionary and non-discretionary) and stand‑alone financial planning engagements. The firm includes implementation and monitoring services, an initial consultation, and access to a FinHub™ client portal for account information and reporting.
The firm’s investment process blends fundamental analysis with elements of modern portfolio theory to construct customized allocations using mutual funds and ETFs, documented via an investment policy statement and reviewed quarterly; rebalancing recommendations are generally considered when allocations deviate by about five percentage points. Clients can request customized restrictions or focus areas—including socially or Biblically responsible screens and allocations to green‑energy themes—and Crossgate provides ongoing oversight, periodic meetings and year‑end tax reviews.
Noteworthy aspects include a small advisory team of three managing roughly $272 million for about 183 clients, producing a relatively high AUM-per-advisor and a smaller client roster than many peers. Crossgate also discloses use of AI tools governed by a formal AI Policy, accepts limited custody arrangements that require an annual surprise examination, and can manage variable‑annuity sub‑accounts and serve as an ERISA fiduciary for trustee‑directed plans.
Client services
Expertise
Fee options
$0 - $1,000,000: 1.00% annually $1,000,001 - $2,000,000: 0.75% annually $2,000,001 - $3,000,000: 0.50% annually $3,000,001 - $4,000,000: 0.40% annually $4,000,001 - $5,000,000: 0.30% annually $5,000,001+: 0.20% annually
$250 per hour for financial planning services
Fee-only: Investment advisory fees based on tiered AUM schedule; Financial planning fees charged separately on hourly basis
Main office
125 Pheasant Run, Suite 100
Newtown PA 18940
Advisors at this office
3
Most active in
Delaware · Florida · Massachusetts · Nebraska · New Hampshire · New Jersey · North Carolina · Pennsylvania · Texas · Virginia
Also doing business as
Cornerstone Financial Consulting · Crossgate Wealth Advisors · Crossgate Wealth Advisors, LLC · Rea, John David
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
Nickolaus V
CFP®, Series 65
Newtown, PA
Crossgate Wealth Advisors, LLC
Nickolaus Von Dohlen is a CFP® with seven years of industry experience, currently serving as an advisor at Crossgate Wealth Advisors, LLC since 2016. He holds the Series 65 designation and works out of Newtown, PA. Crossgate Wealth Advisors is a fee-only firm providing investment advisory and financial planning services to individuals, high-net-worth clients, trusts, and estates. The firm combines fundamental analysis with modern portfolio theory to create customized portfolios using mutual funds and ETFs, offering ongoing oversight, customized client restrictions, and periodic reviews.
Brandon Z
CFP®, Series 65
Newtown, PA
Crossgate Wealth Advisors, LLC
Brandon Zahal is a CFP® and holds a Series 65 license, currently serving as a financial advisor at Crossgate Wealth Advisors, LLC with two years of industry experience. His prior roles include positions at Rockwood Wealth Management, Presilium Private Wealth, and Cornerstone Capital Planning Group. Crossgate Wealth Advisors is a fee-only, SEC-registered investment adviser managing approximately $236 million in client assets for individuals, high-net-worth clients, trusts, and estates. The firm uses a fundamental analysis approach combined with Modern Portfolio Theory to build diversified portfolios, offering discretionary and non-discretionary management alongside financial planning services.
John R
CFP®
Newtown, PA
Crossgate Wealth Advisors, LLC
John Rea is a CFP® professional with 22 years of industry experience, currently serving at Crossgate Wealth Advisors, LLC since 2001. Based in Newtown, PA, he is part of a small advisory team managing comprehensive financial planning and investment services. Crossgate Wealth Advisors provides fee-only investment advisory and financial planning services to individuals, high-net-worth clients, trusts, and estates. The firm uses a blend of fundamental analysis and modern portfolio theory to deliver customized portfolio management and planning, with options for socially and Biblically responsible investment screens.
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