Mathew Whiteaker is a registered investment advisor at Cross Financial Advisors, based in Beaverton, OR, with 26 years of industry experience. Mathew operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Investment Management, and 2 more. Their firm serves 1,932 clients with $420M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Cross Financial Advisors offers investment management services where fees are based on the amount invested. The maximum fee is 2.5% of the amount invested. The specific fee is negotiated based on account size, management style, complexity of holdings, investment type, management strategy, and the expected amount of time and effort required.
Location
16100 NW Cornell Road #240, Beaverton, OR, 97006
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Mathew is involved in several business activities, including tax preparation/accounting, serving as a registered investment advisor, and managing multiple real estate rental properties. He also has a business entity for tax/investment purposes, and dedicates about half his time to Cross Financial Advisors LLC and nearly full-time to CF Advisory LLC.
Employment History
Current Registrations
Cross Financial Advisors
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
LPL Financial LLC
Edward JonesBroker
State Registrations25 states
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