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.
General Information |
| Firm Start Year: | 2003 | |
| No. of Employees: | 100-499 | |
| 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 |
Services |
| Investment Types: | Stocks, Bonds, Mutual Funds, Exchange Traded Funds (ETFs) |
| Can meet clients in the following ways: | Phone, Our Offices, Video Conference |
Firm Information |
| Firm's Number of Clients: | 3,228 |
| Assets Managed by Firm: | $5.30B |
Compensation and Fees |
| Fee Structure: | Fee-Based |
Disclosures |
| WiserAdvisor provides referrals to financial professionals. WiserAdvisor is not a current client of advisor or advisory services. Financial professionals pay cash compensation for these referrals, which creates the incentive for WiserAdvisor to make these referrals, resulting in a conflict of interest. |
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Additional Detailed Disclosures |
Registered Investment Advisor:
Yes
Acknowledged fiduciary:
Yes
Criminal Disclosures in Last 5 years:
I have a clean record
| Mon. | 8:00 AM - 5:00 PM |
| Tue. | 8:00 AM - 5:00 PM |
| Wed. | 8:00 AM - 5:00 PM |
| Thu. | 8:00 AM - 5:00 PM |
| Fri. | 8:00 AM - 5:00 PM |
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