{
  "crd_number": 329976,
  "slug": "i2-wealth-cross-border-planning-montreal-quebec-329976",
  "primary_business_name": "I2 WEALTH - CROSS BORDER PLANNING",
  "legal_name": "15706939 CANADA INC.",
  "dbas": [
    "I2 WEALTH - FINANCIAL PLANNING"
  ],
  "city": "Montreal, Quebec",
  "state": null,
  "country": "Canada",
  "cbsa_code": null,
  "metro": null,
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2024-05-15",
  "years_registered": 2,
  "period": "2026-10-01",
  "filing_date": "2026-01-02",
  "carried_forward": false,
  "raum_total": null,
  "raum_discretionary": null,
  "raum_non_discretionary": null,
  "raum_band": "not_reported",
  "raum_band_label": "Not reported",
  "total_employees": 3,
  "advisory_employees": 2,
  "client_count_bucket": null,
  "clients_by_type": null,
  "compensation_types": [
    "fixed",
    "hourly"
  ],
  "advisory_activities": [
    "financial_planning"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [],
  "websites": [
    "https://facebook.com/itwowealth",
    "https://itwowealth.com",
    "https://linkedin.com/company/i2-wealth"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/329976",
  "city_as_filed": "MONTREAL, QUEBEC",
  "url": "https://advisorcensus.com/firm/i2-wealth-cross-border-planning-montreal-quebec-329976",
  "display_name": "I2 Wealth - Cross Border Planning",
  "summary": "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.",
  "citation": "AdvisorCensus. I2 Wealth - Cross Border Planning (CRD 329976): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "Hourly charges",
    "Fixed fees (other than subscription fees)"
  ],
  "advisory_activity_labels": [
    "Financial planning services"
  ],
  "quick_answers": [
    {
      "q": "How is I2 Wealth - Cross Border Planning compensated?",
      "a": "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)."
    },
    {
      "q": "How much does I2 Wealth - Cross Border Planning charge?",
      "a": "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."
    },
    {
      "q": "Where is I2 Wealth - Cross Border Planning located?",
      "a": "I2 Wealth - Cross Border Planning's principal office is in Montreal, Quebec, Canada, according to its Form ADV."
    },
    {
      "q": "Is I2 Wealth - Cross Border Planning registered with the SEC or a state?",
      "a": "I2 Wealth - Cross Border Planning is an SEC-registered investment advisory firm, registered since 2024. Status as filed: Approved. CRD 329976."
    },
    {
      "q": "How have I2 Wealth - Cross Border Planning's assets and staff changed since 2024?",
      "a": "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."
    },
    {
      "q": "Does I2 Wealth - Cross Border Planning report any disciplinary disclosures?",
      "a": "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"
    }
  ],
  "filing_history": [
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": null,
      "total_employees": 2,
      "filing_date": "2024-09-04"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": null,
      "total_employees": 2,
      "filing_date": "2025-06-13"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": null,
      "total_employees": 3,
      "filing_date": "2026-01-02"
    }
  ],
  "recent_changes": [],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated January 2, 2026",
    "provided_by_the_firm": false,
    "tiers": [],
    "flat_rate": null,
    "stated_range": null,
    "stated_maximum": null,
    "account_minimum": null,
    "account_minimum_may_be_waived": false,
    "minimum_annual_fee": null,
    "planning_fees": [
      "Subscription: $3,000 to $7,500 a year (ongoing financial monitoring services)",
      "Hourly rate: $295 to $395 an hour (financial consulting services)"
    ],
    "figures": [
      {
        "label": "Planning fee",
        "statements": [
          "Subscription: $3,000 to $7,500 a year (ongoing financial monitoring services)"
        ],
        "quotes": [
          "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."
        ]
      },
      {
        "label": "Planning fee",
        "statements": [
          "Hourly rate: $295 to $395 an hour (financial consulting services)"
        ],
        "quotes": [
          "The Firm generally charges a fee for financial consulting services at a rate between $295 and $395 per hour."
        ]
      }
    ],
    "values": {
      "tiers": [],
      "range_pct": null,
      "max_pct": null,
      "account_minimum": null,
      "minimum_annual_fee": null,
      "planning": [
        {
          "kind": "subscription",
          "amount": null,
          "min": 3000.0,
          "max": 7500.0,
          "period": "annual",
          "service": "ongoing financial monitoring services"
        },
        {
          "kind": "hourly",
          "amount": null,
          "min": 295.0,
          "max": 395.0,
          "period": "hour",
          "service": "financial consulting services"
        }
      ]
    },
    "quotes": [
      "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.",
      "The Firm generally charges a fee for financial consulting services at a rate between $295 and $395 per hour."
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [],
  "custodians_note": null,
  "markdown_url": "https://advisorcensus.com/firm/i2-wealth-cross-border-planning-montreal-quebec-329976.md",
  "clients": [],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/329976",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}