Crosspoint Financial, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Crosspoint Financial, LLC provides investment advisory and financial planning services to individuals (including high-net-worth clients) and to employer plan sponsors and other institutional clients. The firm offers discretionary asset management, standalone financial planning, and ongoing retirement plan consulting, reporting $157,077,817 in regulatory assets under management across roughly 282 client relationships.
Portfolios are customized and may include individual stocks, bonds, ETFs, options, mutual funds, alternative and private investments, structured products, and inverse ETFs, with continuous monitoring and rebalancing; the firm also may utilize model portfolios made available through National Financial Services LLC and Fidelity Brokerage Services LLC. Crosspoint operates as a fiduciary, provides ERISA-aware retirement plan consulting (including assistance consistent with Section 3(21) or 3(38) designations), and delivers both investment-management and consulting services depending on client needs.
Distinctive aspects of the firm include affiliations that are uncommon for a small independent adviser: representatives are registered with a broker-dealer (Alexander Capital, L.P.) and are licensed insurance agents, and the firm discloses the ability to accept commissions for securities and insurance sales. The practice is unusually client-dense for a solo adviser while also providing pension consulting and institutional plan services, and it relies on Fidelity’s institutional platform and related research arrangements under Section 28(e).
Client services
Expertise
Fee options
Flat fees for financial planning and consulting services range from $500 to $5,000
$0+: Up to 1.50% annually (maximum) for Asset Management $0+: Up to 1.00% annually (maximum) for Retirement Plan Consulting
Representatives are registered representatives of Alexander Capital, L.P. and receive commissions for sale of securities and investment products, including trail fees
Maximum hourly fee of $250 for financial planning and consulting services
Fee-only: Financial Planning & Consulting fees charged hourly up to $250/hour or flat fees ranging from $500 to $5,000
Main office
14471 Chambers Road, #208
Tustin CA 92780
Advisors at this office
1
Most active in
California · 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 active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Is not active or affiliated with:
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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.
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