X Advisors LLC- Financial Advisor Denver, CO

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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

Years of Experience in Financial Services

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

Registered Representative

Investment Advisor Representative

Acknowledged fiduciary

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

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

PaladinRegistry.com provides referrals to financial professionals. PaladinRegistry.com is not a current client of advisor or advisory services. Financial professionals pay cash compensation for these referrals, which creates the incentive for PaladinRegistry.com to make these referrals, resulting in a conflict of interest.

Additional Detailed Disclosures
https://www.paladinregistry.com/disclosure/1892859/paladinregistry-X-Advisors,-LLC-detailed-disclosure.html

Paladin Advisors

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X Advisors, LLC