# Client-Centered Cross-Border Private Wealth Advisory

> 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.

- CRD: 140373
- Filed as: CLIENT-CENTERED CROSS-BORDER PRIVATE WEALTH ADVISORY
- Legal name: Client-Centered Cross-Border Financial Planning Ltd.
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Khlong Tan, Khlong Toei, Bangkok, Thailand
- Filing period: October 2026
- Form ADV filing dated: March 21, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/140373
- AdvisorCensus page: https://advisorcensus.com/firm/client-centered-cross-border-private-wealth-advisory-khlong-tan-khlong-toei-bangkok-140373

## Quick answers

**How 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

### Compensation (Item 5.E)
- Fixed fees (other than subscription fees)
- Other

### Fees and minimums (Form ADV Part 2A brochure dated March 21, 2026)

- 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

> 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 brochure. Fees can differ by service and may be negotiable.

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 10 | $0 |
| High net worth individuals | 34 | $0 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 0 | $0 |
| Other | 0 | $0 |

### Advisory services (Item 5.G)
- Financial planning services
- Other

### Firm details
- Registered since: 2006 (20 years)
- Employees: 3 total, 3 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: OH
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the April 2026 filing
- Independence, OH

### Websites listed on Form ADV (Item 1.I)
- expatfocusedplanning.com/lander
- LinkedIn @chadcreveling
- LinkedIn @matthew-stevens-aa802582
- LinkedIn @peggycreveling

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | Not reported | 2 | March 15, 2021 |
| October 2022 | Not reported | 2 | February 9, 2022 |
| October 2023 | Not reported | 2 | February 1, 2023 |
| October 2024 | Not reported | 2 | April 30, 2024 |
| October 2025 | Not reported | 3 | January 15, 2025 |
| October 2026 | Not reported | 3 | March 21, 2026 |

Total employees: 2 in October 2021 and 3 in October 2026.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Client-Centered Cross-Border Private Wealth Advisory (CRD 140373): Form ADV filing data as of October 2026.