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What Does it Mean to Be a Fiduciary Advisor? 

Being a fiduciary advisor means that we are bound by a stringent set of standards designed to ensure that we always act in your best interest. Our role encompasses:

  • Transparent Fiduciary Guidance: We uphold our fiduciary duty by prioritizing transparency in our actions, ensuring our clients can trust in our commitment and obligation to their best interests.

  • Making Unbiased Decisions: Our recommendations are based solely on what benefits you, not on how we are compensated.

  • Treating You Like Family: We approach your financial goals with the same care and consideration as if they were our own.
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Fiduciary Advisor vs. Broker-Dealer

It’s important to understand the key differences between fiduciary advisors and broker-dealers:

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Broker-Dealer

Typically involved in executing trades for clients and providing advice on investments. They operate under a “best interest” standard and may receive compensation through commissions on transactions.

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Fiduciary Advisor

Provides comprehensive financial planning and advice. They are held to a fiduciary standard, meaning they are required to act in the best interest of their clients. Compensation is usually fee-based.

Our Fiduciary Commitment to You

Our fiduciary duty is not just a legal obligation—it’s a philosophy that permeates every aspect of our work. Here’s how we uphold this commitment:

Transparent Fee Structure

We believe in clear, straightforward fees based on the services we provide, ensuring there are no hidden costs.

Exencial's Pricing Structure
  • Wealth Management Fees

    Calculated as a percentage of assets under management, tailored to the size and complexity of your portfolio.

  • Financial Planning Fees

    A one-time nominal fee for financial planning, starting at $2,000.

  • Tax Preparation Fees

    Priced according to the complexity of your tax needs.

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Personalized Financial Planning

We develop tailored strategies that consider your unique financial situation, goals, and risk tolerance.

Exencial's Financial Planning Services
  • Retirement Planning

    Comprehensive retirement planning that requires a holistic view of your financial situation to deliver on your post-retirement financial needs and goals.

  • Cash Flow Management

    Strategically managing your cash flow to ensure long-lasting financial security.

  • Education Planning

    Devising a plan to account for the rising costs of a quality education for yourself or your children.

  • Insurance Planning

    What types of insurance do you need, and how much? Our team helps answer those questions and ensure your security.

  • Debt Management

    Building a plan to manage and pay off debt based on your repayment goals and financial ability.

  • Balance Sheet

    Effectively and efficiently preparing your individual or organization’s balance sheet.

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Ongoing Support and Adaptation

Your financial plan evolves with your life changes. We continuously adapt our strategies to suit your evolving goals.

Exencial's E3 Philosophy
  • Evaluate

    Our collaborative approach begins with you. Understanding your current financial landscape (Evaluate).

  • Execute

    Together, we'll design a strategy that aligns with your personal goals (Execute).

  • Evolve

    Adapting to life's changes, we'll ensure your financial plan continues to grow with you (Evolve).

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Holistic Wealth Management

From estate planning to investment management, we provide a comprehensive approach to your financial well-being.

Exencial's Integrated Wealth Management Services
  • Estate Planning

    We coordinate all aspects of our clients’ financial picture into their estate plans, creating an integrated financial plan that achieves their future goals.

  • Investment Management

    Globally diversified portfolios with a focus on value opportunities in the market. Our team of analysts, portfolio managers and traders oversee our clients’ investments.

  • Financial Planning

    Complex financial planning that is unique to your situation, crafted with our in-house team of experts with backgrounds in law, accounting, estate planning, and financial planning that execute our planning process.

  • Tax Planning

    Our team of tax experts assess your tax situation, identify opportunities for tax optimizations, generate tax projections and evaluate tax implications specific to client situations.

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EXPERIENCE THE FIDUCIARY DIFFERENCE WITH EXENCIAL WEALTH ADVISORS

Choosing a fiduciary advisor means choosing trust, transparency, and a partner dedicated to your financial success. At Exencial Wealth Advisors, we strive to build long-term relationships, managing the complexities of your financial life so you can focus on what matters most to you.

Meet with a Fiduciary Advisor

Contact Us today to learn more about our fiduciary services and how we can help you achieve your financial goals with integrity and care.
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Need Financial Guidance? We’re Here to Help!

Ready to experience the difference of working with a fiduciary advisor? Schedule a Consultation with Exencial Wealth Advisors today and take the first step towards a more secure financial future.

Schedule a Meeting Today