Exencial Wealth Advisors

Oklahoma City, Oklahoma

★ 3.4 (5 reviews)
Call (405) 478-1971 Visit website →

About

Exencial Wealth Advisors is a financial advisory firm in Oklahoma City serving business owners, executives, pre-retirees, and clients with complex portfolios typically exceeding $2 million in assets. The firm offers financial planning, investment management, tax planning and preparation, and estate planning coordination, using a customized portfolio approach with access to individual securities and institutional investments. Their fee model includes assets under management fees scaled to portfolio size and complexity, plus one-time financial planning fees starting at $2,500 and variable tax preparation fees. With approximately 110 employees across 15 offices and $5.9 billion in assets under management, the firm employs a three-step process—Evaluate, Execute, and Evolve—to align client strategies with personal financial goals.

Specialties

Investment Management Small Business Wealth Management

Firm details

Languages
English
Hours
Sunday: Closed, Monday: 8AM-5PM, Tuesday: 8AM-5PM, Wednesday: 8AM-5PM, Thursday: 8AM-5PM, Friday: 8AM-5PM, Saturday: Closed
SEC registered
No

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