Jackson Xu
X AND Y ADVISORS, INC. · El Segundo, California
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.
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Specialties
Who they serve
- Early-career professionals
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 | $18.8M across 75 accounts |
| Credentials | CFP · CFA |
| SEC registration | Investment adviser representative in CA · CRD 6407113 |
| Exams passed | Series 65 (2017) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | xandyadvisors.com |
| Profile |
How Jackson's firm compares
- Ongoing planning starts at $7,000 a year, above the California median of $6,000 for fee-only firms that publish prices.
- X AND Y ADVISORS, INC.'s average account is about $251,000, from its Form ADV (assets managed divided by 75 accounts).
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Questions about Jackson
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- XY Planning Network directory listing : XYPN members are fee-only
- X AND Y ADVISORS, INC. website : specialties, clients served, and fees, checked October 28, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 21, 2026.
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