AdvisorCensus / Financial advisors / Client-Centered Cross-Border Private Wealth Advisory
Client-Centered Cross-Border Private Wealth Advisory
Filed as CLIENT-CENTERED CROSS-BORDER PRIVATE WEALTH ADVISORY · Legal name Client-Centered Cross-Border Financial Planning Ltd.
Client-Centered Cross-Border Private Wealth Advisory is an SEC-registered investment advisory firm in Khlong Tan, Khlong Toei, Bangkok, Thailand, registered since 2006, with no regulatory assets under management reported in its Form ADV filing dated March 21, 2026.
Quick answers
From the filingHow is Client-Centered Cross-Border Private Wealth Advisory compensated?
On its Form ADV (Item 5.E, October 2026), Client-Centered Cross-Border Private Wealth Advisory reports these compensation arrangements: fixed fees (other than subscription fees); other.
How much does Client-Centered Cross-Border Private Wealth Advisory charge?
Its Form ADV Part 2A brochure dated March 21, 2026 states: Up to $1,000,000: 1.2% a year; $1,000,001 to $3,000,000: 0.75% a year; $3,000,001 to $5,000,000: 0.5% a year; Above $5,000,001: 0.3% a year. Fees can differ by service and may be negotiable; the brochure is the complete statement.
Where is Client-Centered Cross-Border Private Wealth Advisory located?
Client-Centered Cross-Border Private Wealth Advisory's principal office is in Khlong Tan, Khlong Toei, Bangkok, Thailand, according to its Form ADV; the April 2026 filing also lists 1 other office (Schedule D, Section 1.F).
Is Client-Centered Cross-Border Private Wealth Advisory registered with the SEC or a state?
Client-Centered Cross-Border Private Wealth Advisory is an SEC-registered investment advisory firm, registered since 2006. Status as filed: Approved. CRD 140373.
How have Client-Centered Cross-Border Private Wealth Advisory's assets and staff changed since 2021?
In the Form ADV data for Client-Centered Cross-Border Private Wealth Advisory: Total employees: 2 in October 2021 and 3 in October 2026. Assets under management move with markets as well as with clients coming and going.
What types of clients does Client-Centered Cross-Border Private Wealth Advisory serve?
By number of clients on Form ADV Item 5.D: high net worth individuals (34); individuals (other than high net worth individuals) (10).
Does Client-Centered Cross-Border Private Wealth Advisory report any disciplinary disclosures?
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/140373
From the Form ADV filing
Every figure below is as the firm filed it with regulators, as of October 2026.
How the firm is compensated
Item 5.E- Fixed fees (other than subscription fees)
- Other
Item 5.E lists how the firm is compensated for its advice; Items 5.B, 6.A, and 7.A show whether its people or related companies can also earn commissions. Percentage of assets, fixed, hourly, subscription, and performance-based fees come from clients (a performance-based fee depends on investment results); commissions come with a sale or a trade, often from the company behind the product. How fees, commissions, and other arrangements differ
Fees and minimums
Form ADV Part 2A| Assets | Annual rate |
|---|---|
| Up to $1,000,000 | 1.2% |
| $1,000,001 to $3,000,000 | 0.75% |
| $3,000,001 to $5,000,000 | 0.5% |
| Above $5,000,001 | 0.3% |
The brochure's wording
For Wealth Advisory Services, fees are calculated and billed in advance on a quarterly basis based on the following fee schedule, which is applied to the Assets Under Advisement as indicated in Exhibit B or Appendix A of the Wealth Advisory Service Agreement. Advisory fees are deducted from client assets unless other payment arrangements are agreed upon.
The first USD 1,000,000 1.20% From USD 1,000,001–USD 3,000,000 0.75% From USD 3,000,001–USD 5,000,000 0.50% The portion over USD 5,000,000 0.30%
As stated in the firm's Form ADV Part 2A brochure dated March 21, 2026. Fees can differ by service and may be negotiable; the brochure is the complete statement. Read the brochure on the SEC's IAPD site
Regulatory assets under management
Item 5.FNot reported.
A measure of scale, not skill or returns. Discretionary means the firm decides trades; non-discretionary means clients approve each one. What assets under management means
Who the firm serves
Item 5.DA firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.
Advisory services
Item 5.G- Financial planning services
- Other
Registration and firm details
Items 1, 2, 5- Legal name
- Client-Centered Cross-Border Financial Planning Ltd.
- Registration
- SEC-registered investment adviser. Status as filed: Approved.
- Registered since
- 2006 (20 years)
- Employees
- Total: 3. Performing investment advisory functions: 3.
- Wrap fee program participation
- No.
- Other offices (Schedule D, Section 1.F)
-
1 other office, as of the April 2026 filing
- States registered or notice-filed
-
1 state or jurisdiction
SEC-registered investment advisers are examined by the SEC. SEC, state, and exempt registration
Disclosures
Item 11None Reports no disclosure items on Form ADV Item 11. View on IAPD.
Item 11 asks about criminal, regulatory, and civil events involving the firm and its advisory personnel. The detail of each yes answer is on the IAPD record. Reading a firm's disclosures
Assets and staff over time
Items 5.A, 5.F| Data period | Assets under management | Employees | Filing dated |
|---|---|---|---|
| October 2026 | Not reported | 3 | March 21, 2026 |
| October 2025 | Not reported | 3 | January 15, 2025 |
| October 2024 | Not reported | 2 | April 30, 2024 |
| October 2023 | Not reported | 2 | February 1, 2023 |
| October 2022 | Not reported | 2 | February 9, 2022 |
| October 2021 | Not reported | 2 | March 15, 2021 |
Total employees: 2 in October 2021 and 3 in October 2026.
As filed in each year's data for the same month. Assets under management move with markets as well as with clients coming and going; they measure scale, not skill or returns. Most firms update these figures once a year.
Changes in the filing
Last 12 monthsNo changes to these filed facts in the last 12 months of filing data.
Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.
Websites listed on Form ADV
Item 1.ISource: Form ADV, as of October 2026. Values appear as filed; a value the firm did not report is shown as "Not reported."
Cite this page
AdvisorCensus. Client-Centered Cross-Border Private Wealth Advisory (CRD 140373): Form ADV filing data as of October 2026. https://advisorcensus.com/firm/client-centered-cross-border-private-wealth-advisory-khlong-tan-khlong-toei-bangkok-140373