A complete list of active advisors currently associated with XEL
Warmer can help you find a great advisor at XEL or one who fits your needs even better.
Xel Wealth Management provides discretionary and non‑discretionary portfolio management and financial planning to individuals, high‑net‑worth clients, and business entities. The firm offers tailored investment programs, one‑time and bundle financial planning services, à la carte planning options, and also sponsors a wrap fee program for clients who prefer an all‑in management fee structure. The firm constructs an Investment Policy Statement for each client and generally implements strategies using a mix of fundamental, technical, quantitative, and modern portfolio theory analyses. It pursues long‑ and short‑term trading, options strategies, and periodic rebalancing, and uses AI and other productivity tools to support research and operations while maintaining human review of client‑facing materials. Distinctive features include acting as both portfolio manager and sponsor of a wrap fee program — a relatively uncommon arrangement among independent, solo advisors — and an disclosed outside business activity: the firm’s principal is a partner in a medical billing and practice consulting company. The firm manages roughly $8.5 million across a small client base, offers no account minimums, and provides additional services such as tax preparation and customized planning options.
To learn more about the advisors currently working at XEL, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Ontario, CA
| 3
|
Not sure where to start?
We'll help you think it through — whether you ultimately need an advisor or not.
Warmer helps you compare advisors clearly — so you can choose with confidence.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")