Exencial Wealth Advisors
9108 North Kelley Avenue
Oklahoma City, OK 73131
8884781971
About Exencial Wealth Advisors
Exencial is a national Registered Investment Advisor that began in 2003 with a foundation of superior advice and execution. Since our genesis, we have constructed a team of CPA's, CFA Charterholders, CFP®'s, and CIMA®'s to execute across the many disciplines of wealth management. These disciplines include tax preparation, individual investment management, financial planning, estate plan construction, risk management, and philanthropy. Our clients have access to the Portfolio Management Team whose members oversee our investment management strategies that include individual stocks, individual bonds, options, ETFs and mutual funds.
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General Information
Firm Start Year
2003
No. of Employees
100-499
Firm CRD#
130475
States Licensed in
All states
Work with the following types of clients
Individual Investors, Businesses, Non-Profit Organizations
Advisory Services Provided
Financial Planning, Estate Planning & Trusts, Investment Advice & Management, Tax Advice and Services
Compliance
Registered Investment Advisor
Yes
Acknowledged fiduciary
Yes
Criminal Disclosures in Last 5 years
I have a clean record
Firm Information
Firm's Number of Clients
3,228
Assets Managed by Firm
$5.30B
Compensation and Fees
Fee Structure
Fee-Based
Disclosures
RothIRA.org provides referrals to financial professionals. RothIRA.org is not a current client of advisor or advisory services. Financial professionals pay cash compensation for these referrals, which creates the incentive for RothIRA.org to make these referrals, resulting in a conflict of interest.
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Additional Detailed Disclosures
https://www.rothira.org/disclosure/1892964/rothira-Exencial-Wealth-Advisors-detailed-disclosure.html