Xitright
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$4,065,640
Clients
9
22% high-net worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
9
Very LowAverage account size
$451,738
About
Xitright is a small, independent registered investment adviser that primarily serves individual investors while also working with business owners and a limited number of pension/employee benefit plans. The firm provides portfolio management, retirement planning, business exit and sale planning, retirement plan consulting, and alternative investment consulting focused on real estate vehicles.
The firm tailors advice through personal interviews and questionnaires and manages client accounts on a non-discretionary basis, requiring client approval for transactions and generally avoiding frequent trading. Its investment mix includes traditional securities (stocks, bonds, mutual funds and ETFs) alongside due-diligence driven recommendations for alternative real estate investments (e.g., DSTs and non‑traded REITs), with clients retaining final decision authority.
Noteworthy features include a disclosed insurance affiliation—the advisor is a licensed insurance agent who earns insurance commissions—and a practice that combines individual wealth management with ERISA 3(21) retirement-plan consulting and participant education offerings. Xitright also departs from the common percentage‑of‑AUM billing model used by many peers, relies on non‑percentage fee arrangements for many services, and does not accept custody or proxy‑voting authority for client accounts.
Client services
Financial planning
Portfolio management
Pension consulting
Business exit planning, financiing, loan planning & alt. investment consulting
Business exit planning, financiing, loan planning & alt. investment consulting
Expertise
Business exit / sale strategy
Private / alternative investments
Occupation focus
Founder/Business Owner
Fee options
Retirement planning and business exit planning charged up to $250/hour; hourly fee negotiable.
Minimum fee: Investment management fees range between $200 to $2,000, negotiable depending on account size and number of accounts managed. Fee-only: Retirement planning fees up to $250/hour (negotiable); Business exit planning fees up to $250/hour (negotiable); Retirement Plan Consulting fees range from $500 to $750 per quarter depending on plan size and complexity; Plan participant education videos $1,450 per minute.
Main office location
Xitright
Lincoln CA, United States
Number of offices
1
Most active in
Xitright has reported serving >5 clients in these states in the last 12 months.
California
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:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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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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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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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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