At X Advisors, we are committed to delivering personalized investment management and comprehensive wealth planning designed with your unique aspirations in mind. Our mission is to simplify the intricacies of wealth management, offering clear, actionable guidance that empowers you to achieve your financial objectives. From novice investors taking their first steps to seasoned individuals preparing for a secure retirement, we provide expert insights, and customized support to navigate your financial journey today and for the years ahead.
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Firm Start Year
1985
No. of Employees
20-49
Firm CRD#
315838
Name of Custodial Firm
Charles Schwab
States Licensed in
All 50 states
Years of Experience in Financial Services
40
Work with the following types of clients
Investment Clubs, Businesses, Non-Profit Organizations, Individual Investors
Advisory Services Provided
Investment Advice & Management, Financial Advice & Consulting, Estate Planning & Trusts, Insurance Products & Annuities, Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Risk Management, Education Funding and Planning, Financial Planning for Individuals, Financial Planning for Businesses, Tax Advice and Services, Money Management
Registered Investment Advisor
Yes
Registered Representative
Yes
Investment Advisor Representative
Yes
Acknowledged fiduciary
Yes
Compliance Disclosures in Last 5 years
I have a clean record
Criminal Disclosures in Last 5 years
I have a clean record
Certifications, Accreditations & Designations
CFP®
Securities Licenses
Series 7, Series 24, Series 63, Series 65, Series 66
Insurance and Annuity Licenses
Long Term Care, Variable Life, Disability, Annuity, Life, Variable Annuity
Firm's Number of Clients
500+
Firm's Number of Planning Clients
100+
Firm's Number of Managed Clients
500+
Assets Managed by Firm
$1,700,000,000
Fee Structure
Fee-Based
Minimum Portfolio Size for New Managed Accounts
$100,000
Compensation Methods
Based on Assets
Additional Detailed Disclosures
https://www.financialplanners.net/disclosure/1892834/financialplanners-X-Advisors,-LLC-detailed-disclosure.html