# CROSS BORDER FINANCIAL PLANNING USA LLC

CROSS BORDER FINANCIAL PLANNING USA LLC of PHILADELPHIA, PA is an SEC-registered investment adviser.

## Registration

- CRD: 317154
- Type: SEC-registered investment adviser
- SEC file number: 801-132483
- Location: 2001 MARKET ST., PHILADELPHIA, PA, 19103
- Phone: 267-946-1099
- Latest filing: 2026-03-13
- Regulatory AUM: $147.2M
- Discretionary AUM: $146.4M
- Non-discretionary AUM: $797K
- Clients: 3
- Accounts: 407

## Business model

- Compensation: % of AUM
- Clients served: High net worth, Charities

## Officers, owners & control persons (4)

| Name | Role | Location |
| --- | --- | --- |
| Phillip Richard Owen Teague | OWNER; SHAREHOLDER/JOINT WITH SPOUSE HANNAH TEAGUE 23.75% EACH | — |
| Edward James Benjamin Cole | PARTNER | — |
| Robert Hardwicke | SHAREHOLDER/JOINT WITH SPOUSE RACHEL HARDWICKE 23.75% EACH | — |
| Jason Keith Iestyn Walker | CHIEF COMPLIANCE OFFICER, MANAGING MEMBER | — |


## Branch offices (2)

| City | State | Employees | Phone |
| --- | --- | --- | --- |
| MARINA DEL REY | CA | 1 | 267-946-1098 |
| MARINA DEL REY | CA | 1 | 267-946-1098 |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/317154/brochure
- Similar advisers: https://search.stillhousedata.com/firm/317154/similar
- Related entities: https://search.stillhousedata.com/firm/317154/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/317154

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.