# CROSS BORDER FINANCIAL PLANNING USA LLC

CROSS BORDER FINANCIAL PLANNING USA LLC is a RIA based in United States.

## Overview

- **Organization type:** RIA
- **Headquarters:** United States
- **Region:** North America
- **Address:** United States
- **Assets under management:** Undisclosed
- **Website:** https://crossborderfinancialplanningusa.com
- **LinkedIn:** https://www.linkedin.com/company/cross-border-financial-planning-usa-llc

## Regulatory record

- **CRD number:** 317154
- **SEC file number:** 801-132483
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/317154

## About

Supporting globally mobile clients towards financial success | Cross Border Financial Planning USA LLC (CBFP USA) specializes in providing wealth management and financial planning to globally mobile individuals with US assets, including overseas Americans and foreign nationals in the United States.

## Sectors

- Financial Services

## Questions

### What services does CROSS BORDER FINANCIAL PLANNING USA LLC offer?

The firm provides financial planning services focused on cross-border wealth management, including investment advisory, tax planning, and estate planning for clients with US and international ties. It is registered as an RIA (per SEC records).

### Who runs investment decisions at CROSS BORDER FINANCIAL PLANNING USA LLC?

No named principals or investment decision-makers are publicly disclosed. The firm's ownership and management structure are not available from public sources.

### What is the firm's AUM?

CROSS BORDER FINANCIAL PLANNING USA LLC does not publicly disclose its AUM. No regulatory filings or other sources indicate a figure.

### Does the firm have any recent news or activity?

No verifiable recent operational events, hires, or regulatory changes have been reported in the last 24 months.

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Last updated: 2026-06-03T20:00:00.000Z

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