TO

Thorne Oconnell

1 Year of Experience

Firm Information

Compensation
Fee-Only (AUM)
Number of Advisors
5 advisors
Number of Clients
275 clients
Average Client Portfolio
$691K average
Assets Under Management
$189.9M

Fee Structure

Financial Plan Fee:Up to $10,000
Hourly Rate:$400 - $500/hr

X Advisors, LLC charges fees for asset management services, not to exceed 2.50% annually, based on the scope and complexity of the client's circumstances. Financial planning services are charged on a flat fee basis, not to exceed $10,000. Consultation services are billed hourly, ranging from $400 to $500 per hour, or a flat rate. Fees are negotiable. The firm may receive commissions for the sale of securities or insurance products, creating a conflict of interest.

Areas of Practice
Investment ManagementFinancial Planning & CoachingEstate PlanningInsurance PlanningTax Planning
Loading...

Advisor Information

Office location

6345 Balboa Blvd. Building 1, Suite 100, Encino, CA, 91316

Get directions
Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Learn about disclosures →
Other Business Activities

Thorne uses a DBA name for marketing purposes related to financial services and is also an IAR for X Advisors, LLC. These activities require minimal time.

Employment History
Current Registrations
X Advisors, LLC
April 2025 - Present · 9 mos
Independent Financial Group, LLC
December 2024 - Present · 1 yr 1 mo
Independent Financial Group, LLC Broker
June 2024 - Present · 1 yr 7 mos
Previous Registrations
Cambridge Investment Research, INC.Broker
March 2023 - July 2023 · 4 mos
State Registrations29 states
AKALARAZCACOFLGAIDKYMDMIMNMOMSNCNENMNVNYOHOKORSDTXWAWIWVWY
AdvisorBrokerBoth
Exams
No exam information available for this advisor.
Thorne Oconnell - Financial Advisor | AdvisorDiscover