# Jackson Xu

> Jackson Xu is a fee-only financial advisor at X AND Y ADVISORS, INC. in El Segundo, California, who holds the CFP and CFA credentials. Jackson charges an ongoing planning fee (ongoing planning from $7,000 a year) and focuses on equity compensation, international & expat planning and tax planning.

Page: https://find.wellspent.co/advisors/jackson-xu/
Built from public directory listings; last checked April 21, 2026.

## Facts

- **Firm:** X AND Y ADVISORS, INC.
- **Based in:** El Segundo, California
- **Fee model:** Ongoing planning fee
- **Fees (firm's website):** ongoing planning from $7,000 a year
- **Assets under management (firm):** $18.8M across 75 accounts
- **Credentials:** CFP, CFA
- **Specialties:** Equity compensation, International & expat planning, Tax planning, Estate & legacy planning
- **Works with:** Early-career professionals
- **CRD:** 6407113 (https://adviserinfo.sec.gov/individual/summary/6407113)
- **SEC registration:** Investment adviser representative in CA
- **Exams passed:** Series 65 (2017)
- **Firm size:** 2 employees
- **Disclosures:** None reported
- **Website:** https://xandyadvisors.com

## Frequently asked questions

### Is Jackson Xu a fee-only financial advisor?

Yes. Jackson Xu is listed in the XY Planning Network directory (XYPN members are fee-only). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Jackson's firm.

### How does Jackson charge for financial advice?

Jackson charges an ongoing planning fee.

### How much does Jackson charge?

According to X AND Y ADVISORS, INC.'s website, checked October 28, 2026: ongoing planning from $7,000 a year.

### Where is Jackson Xu based?

Jackson Xu is based in El Segundo, California.

### What does Jackson specialize in?

Jackson's specialties include equity compensation, international & expat planning, tax planning and estate & legacy planning. Jackson works with early-career professionals.

### What credentials does Jackson Xu hold?

Jackson Xu holds the CFP and CFA credentials.

### Is Jackson Xu registered with the SEC?

Yes. Jackson Xu is registered as an investment adviser representative in CA (CRD 6407113), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.

### How much does X AND Y ADVISORS, INC. manage?

X AND Y ADVISORS, INC. reports $18.8M across 75 accounts in assets under management.

### How do I contact Jackson Xu?

Through Jackson's website, xandyadvisors.com.

## Sources

- XY Planning Network directory listing (https://www.xyplanningnetwork.com/find-an-advisor/jackson-xu-11103): XYPN members are fee-only
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 27, 2026
- The firm's website (https://www.xandyadvisors.com/): specialties, clients served, and fees, checked October 28, 2026

---

Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.