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William Litchfield

Crossgen Wealth LLC
23 Years of Experience
Greenville, NC
View SEC Summary
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William Litchfield is a registered investment advisor at Crossgen Wealth LLC, based in Greenville, NC, with 23 years of industry experience. William operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Education Planning, Estate Planning, and 5 more. Their firm serves 150 clients with $220M in assets under management.

Crossgen Wealth LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
2 advisors
Number of Clients
150 clients
Average Client Portfolio
$1.5M average
Assets Under Management
$222.8M

Fee Structure

Minimum Investment:$500K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.00%

Portfolio management fees are individually negotiated with each client based on a percentage of assets under management, up to a maximum fee of 2%. Wrap fee programs through Raymond James range from 0.75% to 2% annually.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
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Location

905 A Conference Drive, Greenville, NC, 27858

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

William is a manager/member of Litchfield Farms LLC (agriculture/farming) since 2022 and a partner in WF Litchfield LLC (real estate) since 2022. He also owns rental real estate through WEL Properties since 2023; each activity requires minimal time.

Employment History
Current Registrations
Crossgen Wealth LLC
October 2025 - Present · 1 yr
Previous Registrations
Raymond James & Associates, INC.
April 2010 - October 2025 · 15 yrs 6 mos
Raymond James & Associates, INC.Broker
February 2010 - October 2025 · 15 yrs 8 mos
Lincoln Financial Distributors, INC.Broker
August 2006 - December 2009 · 3 yrs 4 mos
Planco Financial Services, LLCBroker
February 2003 - July 2006 · 3 yrs 5 mos
State Registrations2 states
NCTX
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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