A complete list of active advisors currently associated with Xitright

Warmer can help you find a great advisor at Xitright or one who fits your needs even better.

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.

To learn more about the advisors currently working at Xitright, 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.