Exencial Wealth Advisors

Exencial Wealth Advisors (CRD# 130475) is a financial advisory firm headquartered in Oklahoma City, OK. They manage $1,586,044,414 in 2,521 accounts and serve the financial needs of clients across 20 states (or territories).

By the Numbers
  • Total Assets Under Management
    1,586
    MILLION
  • Total Number of Accounts
    2,521
    ACCOUNTS
  • Average Account Value
    $629,133
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AZ, CA, CT, FL, GA, IL, KS, LA, MA, MI, MO, NC, NH, NJ, NY, OK, PA, TX, VA, WA

Financial Advisors at Exencial Wealth Advisors
Showing 1 - 10 of 21 top financial advisors.
1
Kristin R. Carlton
CRD#: 5733620
7373 Broadway, Suite 400, San Antonio, TX 78209
96
Wealthminder
score

Kristin Carlton (CRD# 5733620) is an Investment Advisor Representative working at Exencial Wealth Advisors in San Antonio, TX and has over 8 years of experience in the finance industry. Kristin Carlton has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Robert C. Knode
CRD#: 5006234
5000 Legacy Drive, Suite 180, Plano, TX 75024
96
Wealthminder
score

Robert Knode (CRD# 5006234) is an Investment Advisor Representative working at Exencial Wealth Advisors in Plano, TX and has over 10 years of experience in the finance industry. Robert Knode has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

3
Thomas P. Mc Guigan
CRD#: 2381197
187-b Boston Post Road, P.o. Box 549, Old Lyme, CT 06371
96
Wealthminder
score

Thomas Mc Guigan (CRD# 2381197) is an Investment Advisor Representative working at Exencial Wealth Advisors in Old Lyme, CT and has over 23 years of experience in the finance industry. Thomas Mc Guigan has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

4
Monica M. Sipes
CRD#: 5724163
5000 Legacy Drive, 180, Plano, TX 75024
96
Wealthminder
score

Monica Sipes (CRD# 5724163) is an Investment Advisor Representative working at Exencial Wealth Advisors in Plano, TX and has over 8 years of experience in the finance industry. Monica Sipes has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

5
Jared B. Snider
CRD#: 6236036
9108 N. Kelley Avenue, Oklahoma City, OK 73131
94
Wealthminder
score

Jared Snider (CRD# 6236036) is an Investment Advisor Representative working at Exencial Wealth Advisors in Oklahoma City, OK and has over 4 years of experience in the finance industry.

6
Timothy M. Courtney
CRD#: 2700992
9108 N. Kelley Avenue, Oklahoma City, OK 73131
93
Wealthminder
score

Timothy Courtney (CRD# 2700992) is an Investment Advisor Representative working at Exencial Wealth Advisors in Oklahoma City, OK and has over 21 years of experience in the finance industry.

7
Suzanne M. Fitzgerald
CRD#: 3136145
5000 Legacy Drive, Suite 180, Plano, TX 75024
93
Wealthminder
score

Suzanne Fitzgerald (CRD# 3136145) is an Investment Advisor Representative working at Exencial Wealth Advisors in Plano, TX and has over 18 years of experience in the finance industry.

8
Jerry P. Georgopoulos
CRD#: 2746357
5000 Legacy, Suite 180, Plano, TX 75024
93
Wealthminder
score

Jerry Georgopoulos (CRD# 2746357) is an Investment Advisor Representative working at Exencial Wealth Advisors in Plano, TX and has over 20 years of experience in the finance industry.

9
Neil Krishnaswamy
CRD#: 5983812
5000 Legacy Drive, Suite 180, Plano, TX 75024
93
Wealthminder
score

Neil Krishnaswamy (CRD# 5983812) is an Investment Advisor Representative working at Exencial Wealth Advisors in Plano, TX and has over 5 years of experience in the finance industry. Neil Krishnaswamy has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

10
Conrad J. Netting
CRD#: 1862732
7373 Broadway, Suite 400, San Antonio, TX 78209
93
Wealthminder
score

Conrad Netting (CRD# 1862732) is an Investment Advisor Representative working at Exencial Wealth Advisors in San Antonio, TX and has over 29 years of experience in the finance industry.

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Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.