Firm
X AND Y ADVISORS, INC.
El Segundo, California
Fee-only
X AND Y ADVISORS, INC. at a glance
- One of 1,191 fee-only firms based in California in the Wellspent graph.
- 2 advisors are listed here; 1 of 2 hold the CFP.
- Its Form ADV reports 2 employees and 17 individual clients, 10 of them high net worth.
- Its average account is about $251,000 (assets it manages divided by its 75 accounts).
- Its ongoing planning fee starts at $7,000 a year, above the California median of $6,000.
Fee-only advisors in California · What fee-only advisors charge in California
Facts
| Based in | El Segundo, California |
|---|---|
| Website | xandyadvisors.com |
| [email protected] | |
| Phone | (590) 900-1395 |
X AND Y ADVISORS, INC. fees
What the firm's own website says it charges, checked October 28, 2026. We keep a price only when the exact words stating it appear on the page.
| Ongoing planning | From $7,000 a year |
|---|---|
| How it charges | Ongoing planning fee |
In the firm's words
"Our Fee: $7,000 minimum per year" source
For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.
What its SEC filing says
| Paid by | Fixed fees |
|---|---|
| Assets managed | $19 million |
| Individual clients | 7 |
| High-net-worth clients | 10 |
| Accounts managed | 75 |
| Employees | 2 |
| Planning clients | 11-25 |
| Financial planning | Offered |
| Form ADV filed | March 31, 2026 |
| SEC record | CRD 287715 |