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CROSS BORDER WEALTH ADVISORS

GERSTEN FINANCIAL PLANNING INC

CRD 309890 · SEC 801-119144

Corporate platformCorporation

Large incorporated asset manager or corporate group — typically not a local adviser team.

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United States

Registration

— (—)

Source

State registered

Total AUM

$33.4M

Discretionary AUM

$20.8M

Team

1 total employees; 1 advisory reps; 6 broker-dealer reps

Clients

11-25

Fees

Percentage of AUM; Hourly charges; Fixed fees

Org form

Corporation

Filing date

2026-05-29

Disciplinary history

No

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  • SEC IAPD →

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Services

Financial planningPortfolio management (individuals)Selection of other advisers

Client types

TypeClientsAUM
Individuals9$5.4M
High net worth individuals9$28.0M

All web addresses on file

Official SEC filing: View on IAPD