Advisor at X Advisors, LLC
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.
Firm
X Advisors, LLC
Location
Santa Maria, CA 93455
Credentials
Series 66
Industry experience
2 years
Thorne O Connell is a financial advisor at X Advisors, LLC with two years of industry experience. He holds a Series 66 designation and has previously worked at Cambridge Investment Research, Pomona College, Sallie Mae, and Pennsylvania State Employees Credit Union. X Advisors, LLC is a seven-advisor team managing approximately $190 million for about 275 clients, including individuals, trusts, estates, business entities, and retirement plans. The firm offers a range of wealth management and financial planning services, employing fundamental, technical, quantitative, and sector analysis to construct and continuously monitor diversified portfolios.
Based on X Advisors, LLC
Financial planning services charged on a flat fee basis up to $10,000; consultation fees may be flat fees negotiated case-by-case
$0+: up to 2.50% annually (maximum) for Asset Management Services Not specified - Not specified: 0.40% to 0.50% annually for Defined Contribution Plan Services
Commission-based compensation for securities sales and insurance products by representatives who are registered representatives or insurance agents
Consultation services hourly rate typically $400-$500 per hour
Fee-only: Financial Planning Services charged as flat fees up to $10,000; consultation fees typically $400-$500 per hour or negotiable flat fee
2646 Santa Maria Way, Suite 104
Santa Maria, CA 93455
California · Colorado · Texas
X Advisors, LLC
2024 - Present (2 years)
Pash & Benson International
2024 - Present (2 years)
Independent Financial Group, LLC
2024 - Present (2 years)
Pomona College
2023 - 2024 (1 year)
Cambridge Investment Research, Inc.
2023 - 2023 (1 year)
Cambridge Investment Research, Inc.
2022 - 2023 (1 year)
Sallie Mae
2021 - 2022 (1 year)
Pennsylvania State Employees Credit Union
2020 - 2021 (1 year)
Kutztown University of Pennsylvania
2018 - 2022 (4 years)
Kutztown University Recreation Center
2018 - 2019 (1 year)
Unemployed
2018 - 2018 (1 year)
Jeppe High School for Boys
2013 - 2017 (4 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 63, Series 65
Santa Maria, CA
X Advisors, LLC
CFP®, Series 63, Series 65
Santa Maria, CA
Benedetti Financial, Inc.
Series 63, Series 66
Santa Maria, CA
Monarch Wealth Strategies
Series 63
Orcutt, CA
Weinberger Asset Management, Inc
CFP®, Series 63, Series 65
Santa Maria, CA
Golden State Wealth Management, LLC
Series 66
Santa Maria, CA
Golden State Wealth Management, LLC
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