Crossgen Wealth LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$155,217,165
Clients
136
Advisors
2
of 3 employees
About
CrossGen Wealth provides advisory services to individuals, high‑net‑worth clients, trusts, estates, corporations, foundations, non‑profits and other business entities. The firm’s services include discretionary portfolio management, comprehensive financial planning, selection of third‑party managers, pension/retirement plan consulting, and access to estate planning resources via a digital platform.
The firm implements discretionary portfolio management primarily through Raymond James‑sponsored wrap fee programs — including the Ambassador Account Program and AMS managed programs — and uses both fundamental and technical analysis within a generally long‑term asset allocation and rebalancing framework. CrossGen monitors investment performance and portfolio exposure on an ongoing basis and also offers consultative or single‑subject financial planning engagements.
Noteworthy aspects highlighted in the brochure include the provision of retirement‑plan participant education as part of its pension consulting program, a service the firm notes and that is uncommon among similar supported firms, and the use of the Wealth.com platform for estate‑planning document creation, where CrossGen may receive read‑only visibility of client accounts to integrate estate documents into financial planning. The brochure also discloses that the principal is licensed to sell insurance and may receive commissions for insurance products sold to clients, and describes policies and periodic reviews intended to address that conflict.
Client services
Expertise
Fee options
Financial planning fixed fees generally up to $1,500; estate planning fixed fees up to $1,500.
Insurance commissions earned by advisory persons are separate and in addition to advisory fees.
Hourly fees may be charged on top of financial planning fees depending on complexity.
Account minimum: $500,000 Minimum fee: Minimum flat fee may apply at discretion, but not to exceed 2% maximum fee. Fee-only: Fixed fees for financial planning generally range up to $1,500; may be waived or reduced at firm's discretion.
Main office
905 A Conference Drive
Greenville NC 27858
Advisors at this office
2
Most active in
North Carolina · South Carolina · Texas
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
Ashley S
Series 63, Series 66
Greenville, NC
Crossgen Wealth LLC
Ashley Stockdale is a financial advisor with CrossGen Wealth LLC in Greenville, NC, holding Series 63 and Series 66 licenses and six years of industry experience. Before joining CrossGen Wealth in 2025, she worked for seven years at Raymond James & Associates and spent five years at Vidant Medical Center. CrossGen Wealth provides advisory services to individuals, high-net-worth clients, trusts, estates, corporations, foundations, non-profits, and other business entities. The firm offers discretionary portfolio management, comprehensive financial planning, and pension consulting, utilizing both fundamental and technical analysis within a long-term asset allocation framework.
William L
Series 63, Series 66
Greenville, NC
Crossgen Wealth LLC
William Litchfield Jr. is a financial advisor with CrossGen Wealth LLC in Greenville, NC, holding Series 63 and Series 66 licenses and possessing 23 years of industry experience. Prior to joining CrossGen Wealth in 2025, he worked at Raymond James & Associates for 15 years. Outside of advisory work, he is a manager and member of Litchfield Farms LLC, an agriculture business. CrossGen Wealth provides advisory services to individuals, high-net-worth clients, trusts, estates, corporations, foundations, non-profits, and other business entities. The firm offers discretionary portfolio management, financial planning, pension consulting, and estate planning resources, implementing investment strategies primarily through Raymond James-sponsored wrap fee programs with a focus on long-term asset allocation and rebalancing.
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