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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available
- Established Date
- 06-13-2017
- Office Locations
- 1
Office Locations
About X AND Y Advisors, Inc.
X and Y Advisors, Inc. is a fee-only financial planning firm providing comprehensive planning alongside tax and accounting support. The practice focuses on disciplined asset allocation and investment planning, commonly implemented with mutual funds and ETFs, and supports planning needs such as retirement, estate, and business succession. Notable differentiators for partners include XY Planning Network affiliation and professional credentials (CFP/CFA/AICPA), with custody through Charles Schwab.
Team overview
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Investment Themes
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Owner & Executives
JIYAO XU
Chief Operating Officer, Co-founder, President
- CRD
- #6407113
- Ownership
- 50% but less than 75%
Vivianna xixi Zhao
Chief Financial Officer, Co-founder, Founding Partner
- CRD
- #6768281
- Ownership
- 50% but less than 75%
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $18,814,112 | -- |
| Non-Discretionary | $0 | -- |
| Total | $18,814,112 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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