AdvisorCensus / Financial advisors / I2 Wealth - Cross Border Planning
I2 Wealth - Cross Border Planning
Filed as I2 WEALTH - CROSS BORDER PLANNING · Legal name 15706939 Canada Inc.
I2 Wealth - Cross Border Planning is an SEC-registered investment advisory firm in Montreal, Quebec, Canada, registered since 2024, with no regulatory assets under management reported in its Form ADV filing dated January 2, 2026.
Quick answers
From the filingHow is I2 Wealth - Cross Border Planning compensated?
On its Form ADV (Item 5.E, October 2026), I2 Wealth - Cross Border Planning reports these compensation arrangements: hourly charges; fixed fees (other than subscription fees).
How much does I2 Wealth - Cross Border Planning charge?
Its Form ADV Part 2A brochure dated January 2, 2026 states: Subscription: $3,000 to $7,500 a year (ongoing financial monitoring services); Hourly rate: $295 to $395 an hour (financial consulting services). Fees can differ by service and may be negotiable; the brochure is the complete statement.
Where is I2 Wealth - Cross Border Planning located?
I2 Wealth - Cross Border Planning's principal office is in Montreal, Quebec, Canada, according to its Form ADV.
Is I2 Wealth - Cross Border Planning registered with the SEC or a state?
I2 Wealth - Cross Border Planning is an SEC-registered investment advisory firm, registered since 2024. Status as filed: Approved. CRD 329976.
How have I2 Wealth - Cross Border Planning's assets and staff changed since 2024?
In the Form ADV data for I2 Wealth - Cross Border Planning: Total employees: 2 in October 2024 and 3 in October 2026. Assets under management move with markets as well as with clients coming and going.
Does I2 Wealth - Cross Border Planning 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/329976
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- Hourly charges
- Fixed fees (other than subscription fees)
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 2ASubscription: $3,000 to $7,500 a year (ongoing financial monitoring services)
The brochure's wording
Clients receiving ongoing financial monitoring services are generally charged an annual rate of between $3,000 and $7,500. This fee is charged monthly in advance.
Hourly rate: $295 to $395 an hour (financial consulting services)
The brochure's wording
The Firm generally charges a fee for financial consulting services at a rate between $295 and $395 per hour.
As stated in the firm's Form ADV Part 2A brochure dated January 2, 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.DNot reported.
A 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
Registration and firm details
Items 1, 2, 5- Legal name
- 15706939 Canada Inc.
- Also doing business as
- I2 WEALTH - FINANCIAL PLANNING
- Registration
- SEC-registered investment adviser. Status as filed: Approved.
- Registered since
- 2024 (2 years)
- Employees
- Total: 3. Performing investment advisory functions: 2.
- Wrap fee program participation
- No.
- States registered or notice-filed
- Not reported.
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 | January 2, 2026 |
| October 2025 | Not reported | 2 | June 13, 2025 |
| October 2024 | Not reported | 2 | September 4, 2024 |
Total employees: 2 in October 2024 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. I2 Wealth - Cross Border Planning (CRD 329976): Form ADV filing data as of October 2026. https://advisorcensus.com/firm/i2-wealth-cross-border-planning-montreal-quebec-329976