# I2 Wealth - Cross Border Planning

> 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.

- CRD: 329976
- Filed as: I2 WEALTH - CROSS BORDER PLANNING
- Legal name: 15706939 Canada Inc.
- Also doing business as: I2 WEALTH - FINANCIAL PLANNING
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Montreal, Quebec, Canada
- Filing period: October 2026
- Form ADV filing dated: January 2, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/329976
- AdvisorCensus page: https://advisorcensus.com/firm/i2-wealth-cross-border-planning-montreal-quebec-329976

## Quick answers

**How 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

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

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

- Subscription: $3,000 to $7,500 a year (ongoing financial monitoring services)

> 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 Firm generally charges a fee for financial consulting services at a rate between $295 and $395 per hour.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

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

### Firm details
- Registered since: 2024 (2 years)
- Employees: 3 total, 2 performing advisory functions
- Wrap fee program participation: No
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- itwowealth.com
- Facebook @itwowealth
- LinkedIn @i2-wealth

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2024 | Not reported | 2 | September 4, 2024 |
| October 2025 | Not reported | 2 | June 13, 2025 |
| October 2026 | Not reported | 3 | January 2, 2026 |

Total employees: 2 in October 2024 and 3 in October 2026.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. I2 Wealth - Cross Border Planning (CRD 329976): Form ADV filing data as of October 2026.