Xel
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Xel Wealth Management, Inc. provides ongoing portfolio management and financial planning to individuals, high‑net‑worth clients, and business entities, and states it has no account minimums. Its service menu also includes tax preparation and tax planning as part of its financial planning offerings and a la carte project work.
The firm documents client goals and risk tolerance in an Investment Policy Statement and commonly seeks discretionary authority to implement tailored asset allocations. It uses a mix of analytical methods (fundamental, quantitative, technical, and modern portfolio theory) and pursues long‑ and short‑term trading, options and other derivatives strategies, and may include private placements or venture capital where appropriate.
Xel is distinctive for sponsoring a wrap fee program while operating as a small, independent adviser, a combination that is relatively uncommon among solo firms. The brochure also discloses the firm’s use of artificial‑intelligence and productivity tools for internal workflows and an in‑house tax preparation offering alongside its broader set of investment strategies, which together set its service mix apart from many peers.
Client services
Expertise
Occupation focus
Fee options
Financial Planning packages and à la carte services specified with fixed amounts (e.g., Basic Planning $500/year, Comprehensive $1,500/year, Investment Planning $200, Retirement Goal Setting $150, Insurance Planning $250, Tax Planning & Integration $300, etc.)
$0 - $500,000: 1.00% $500,001 - $1,000,000: 0.85% OVER $1,000,000 and UP+: 0.75%
Monthly payment options for bundles: Basic Financial Planning $50/month, Comprehensive Financial Planning $135/month
Fee-only: Basic Financial Planning $500 per year, Comprehensive Financial Planning $1,500 per year, À La Carte ranging from $150 to $400+, Tax Preparation & Strategy starting at $400, Custom Financial Planning $250 - $150,000 based on complexity
Main office
337 N Vineyard Ave #230
Ontario CA 91764
Advisors at this office
1
California · Oregon
Also doing business as
Xel · Xel Wealth Management Inc · Xel Wealth Management, Inc.
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:
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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