X
XEL
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$8,528,556
Total clients
34
21% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
34
Average account size
$250,840
About
Xel Wealth Management, Inc. is an independent, single-advisor registered investment adviser managing roughly $8.5 million for about 34 clients, including individuals, high‑net‑worth clients, and business entities. The firm provides discretionary portfolio management together with written investment policy statements, plus both comprehensive and à‑la‑carte financial planning services that include tax planning and tax preparation offerings.
The firm tailors investment programs to each client’s goals, time horizon, and documented risk tolerance, generally seeking discretionary authority and performing at least quarterly account reviews. Its investment process combines multiple methods — including fundamental, quantitative, charting and technical analysis, and modern portfolio theory — and uses long‑ and short‑term strategies as well as options, ETFs, private placements and other instruments.
Notably, Xel sponsors and manages a wrap fee program in addition to its standard asset‑based advisory services, a practice that is uncommon among independent firms of its size. The firm also provides tax preparation and planning services and discloses an outside business activity in medical billing and practice consulting, indicating a broader set of service offerings and business relationships than is typical for many solo advisers.
Client services
Financial planning
Portfolio management
Expertise
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.
Main office location
XEL
337 N Vineyard Ave #230
Ontario CA 91764, United States
Number of offices
3
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
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.
Forms ADV
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