X Advisors, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
X Advisors, LLC provides investment advisory and financial planning services to individuals (including high‑net‑worth clients), trusts, estates, corporations, and employer-sponsored retirement plans. The firm offers asset management, written financial plans, wealth-management coordination (estate, insurance, and tax‑related referrals), defined contribution plan advisory and participant education, and standalone consultation services.
Portfolios are tailored to individual goals and may include individual stocks, bonds, ETFs, mutual funds, options, and alternative investments, with ongoing monitoring and rebalancing; the brochure notes use of approaches such as hub‑and‑spoke indexing alongside active strategies. While the firm generally seeks discretionary authority for portfolio management, it also explicitly provides non‑discretionary advisory services for defined contribution plans and related participant education.
Distinctive features in the brochure include broker‑dealer activity and third‑party affiliations: certain firm representatives are registered representatives of a broker‑dealer and may accept commissions for securities and insurance products, which the firm discloses as a conflict of interest. The firm reports regulatory assets under management of $189,928,226 as of December 2024 and operates with a small advisory team across multiple offices, and it discloses relationships with a custodian that provide research and service benefits to the firm.
Client services
Expertise
Fee options
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
Main office
See office2646 Santa Maria Way, Suite 104
Santa Maria CA 93455
Advisors at this office
3
Offices (2)
Most active in
California · Colorado · Maryland · Texas
Also doing business as
Advisor Associate Inc · Aim Wealth Management · X Advisors, LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
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:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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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.
Advisors at this firm
Thorne O
Series 66
Santa Maria, CA
X Advisors, LLC
Thorne O Connell is a financial advisor with X Advisors, LLC in Santa Maria, CA, holding a Series 66 designation and two years of industry experience. His background includes roles at Pash & Benson International, Independent Financial Group, and Cambridge Investment Research, among others. X Advisors, LLC provides investment advisory and financial planning services to individuals, trusts, corporations, and retirement plans. The firm’s investment approach includes tailored portfolios using a combination of active strategies and indexing, offering both discretionary and non-discretionary services.
Alexander K
Series 63, Series 65
Santa Maria, CA
X Advisors, LLC
Alexander Koury is a financial advisor at X Advisors, LLC with one year of industry experience. He holds Series 63 and Series 65 licenses and has held roles at Paxton Consulting Group, Independent Financial Group LLC, and owns a consulting firm focused on online media marketing. X Advisors, LLC provides investment advisory and financial planning services to individuals, trusts, estates, corporations, and retirement plans. The firm offers tailored portfolios using a combination of indexing and active strategies, along with wealth-management coordination and participant education.
Gary B
Series 63
Santa Maria, CA
X Advisors, LLC
Gary Benson is a financial advisor with X Advisors, LLC, holding a Series 63 designation and 42 years of industry experience. His prior roles include senior positions at Pash & Benson International LLC, NPB Financial Group LLC, and Independent Financial Group, LLC. Outside of his advisory work, he serves as an officer and director in an insurance-related business and consults for a tax and investment purposes entity. X Advisors, LLC provides investment advisory and financial planning services to individuals, trusts, estates, corporations, and retirement plans. The firm offers tailored portfolios utilizing stocks, bonds, ETFs, mutual funds, options, and alternative investments, combining indexing and active strategies with both discretionary and non-discretionary advisory services.
Peter R
Series 65
Denver, CO
X Advisors, LLC
Peter Rodgers is a financial advisor with X Advisors, LLC in Denver, CO. He holds the Series 65 designation and has been with X Advisors since 2026. His prior experience includes roles at the University of Colorado and Pekview Partners LLC. X Advisors, LLC provides investment advisory and financial planning services to individuals, trusts, estates, corporations, and retirement plans. The firm offers customized portfolios using a combination of indexing and active strategies, along with wealth-management coordination and participant education.
Jesse B
Series 63, Series 65
Denver, CO
X Advisors, LLC
Jesse Bristow is a financial advisor with X Advisors, LLC in Denver, CO, holding Series 63 and Series 65 licenses and six years of industry experience. He has worked at firms including Fidelity Brokerage Services LLC, Charles Schwab & Co., Inc., and Advisor Group. Outside of finance, he coaches youth baseball through Slammers Baseball. X Advisors, LLC provides investment advisory and financial planning services to individuals, trusts, estates, corporations, and retirement plans. The firm offers tailored portfolios combining active and indexed strategies, along with wealth-management coordination and participant education for defined contribution plans.
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