About X Advisors, LLC
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, accessible education, and customized support to navigate your financial journey today and for the years ahead.
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General Information
Firm Start Year
2016
No. of Employees
20-49
Firm CRD#
315838
Name of Broker/Dealer
Charles Schwab
Name of Custodial Firm
Charles Schwab
States Licensed in
All
Years of Experience in Financial Services
40
Work with the following types of clients
Individual Investors, Businesses
Advisory Services Provided
Education Funding and Planning, Risk Management, Money Management, Wealth Management, 401K Rollovers, Retirement Planning, Portfolio Management, Financial Planning, Insurance Products & Annuities, Estate Planning & Trusts, Investment Advice & Management, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Tax Advice and Services
Compliance
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
Qualifications & Membership
Securities Licenses
Series 63, Series 7, Series 65
Firm Information
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
Advisor's Number of Clients
500
Assets Managed by Advisor
$1,000,000,000
Compensation and Fees
Fee Structure
Fee-Based
Minimum Portfolio Size for New Managed Accounts
$100,000
Compensation Methods
Based on Assets
Additional Details on Charges
Our fee structure for clients is based on a predicated process that ensures transparency and alignment with their financial goals. We charge based off assets under management (AUM), which includes a comprehensive financial plan and regular reviews to assess asset needs. This approach allows us to tailor investment strategies, risk management, and long-term planning to each client's unique situation, ensuring they receive personalized, value-driven wealth management services.
Education
Bachelor of Science in Business Management - Business Management
Colorado State University Pueblo
08/01/2010 -05/01/2015
Disclosures
Additional Detailed Disclosures
https://www.financialplanners.net/disclosure/1892859/financialplanners-X-Advisors,-LLC-detailed-disclosure.html