Saad El Hajjaoui
Advisor at XEL
Updated today
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
About
Saad El Hajjaoui is a financial advisor with Xel Wealth Management, Inc. in Ontario, CA, holding Series 63 and Series 65 licenses and three years of industry experience. His prior roles include positions at Falcon Wealth and JPMorgan Chase Bank N.A. Outside of advising, he is a partner at Olve Branch Medical Corp, a medical billing and practice consulting firm where he assists with financial matters and relationship management. Xel Wealth Management is an independent, single-advisor firm managing approximately $8.5 million for around 34 clients, including individuals, high-net-worth clients, and business entities. The firm offers discretionary portfolio management and financial planning services, employing a diversified investment approach that integrates fundamental, quantitative, technical analysis, and modern portfolio theory, along with a wrap fee program and tax planning services.
Expertise
Based on XEL
Options & derivatives strategies
Tax-loss harvesting
Active portfolio management
Fee options
Fixed fees for Financial Planning Packages and À La Carte services as specified above.
Under $500,000 - $500,000: 1.00% $501,000 - $1,000,000: 0.85% $1,000,001+: 0.75%
Fee-only: Financial Planning Packages: Basic $500/year, Comprehensive $1,500/year; À La Carte services range from $150 to $400 per service; Custom Financial Planning $250 - $150,000 based on complexity; Monthly payment options available for bundles: Basic $50/month, Comprehensive $135/month; Additional services starting at $400.
Location
337 N Vineyard Ave #230
Ontario, CA 91764
Most active in
Saad E has reported serving >5 clients in these states in the last 12 months.
California · Oregon
Work history
Xel Wealth Management, Inc.
2023 - Present (3 years)
Xel Advisors
2022 - 2023 (1 year)
Falcon Wealth
2021 - 2022 (1 year)
JPMorgan Chase Bank N.A.
2017 - 2020 (3 years)
24 Hour Fitness
2015 - 2017 (2 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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After 15+ years as a financial planner working for high net worth families and successful business owners, I decided to follow my dream of starting my own firm, to serve people like myself: ambitious, increasingly complex life, and curious to examine my relationship to money. A true high-touch concierge service to go beyond the numbers by understanding what you want from life and what motivates you. We specialize working with AAPI and underserved communities, to undercover your money story to get a deeper meaning of your values and priorities.
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