Understanding Our Fee-Based Pricing Structure
At Exencial Wealth Advisors, we are dedicated to providing transparent, straightforward, and effective financial advice tailored to your unique circumstances. As a fee-based fiduciary, we align our services directly with your interests, ensuring that our advice is always focused on your financial success.
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What does "Fee-Based" Mean?
Our fee-based structure means that our compensation comes solely from our clients. We do not receive commissions or fees from third parties based on the products we recommend. This model reinforces our commitment to providing unbiased and trustworthy financial advice.
Wealth Management Fee
A percentage of the assets we manage.
Financial Planning Fee
A flat rate for comprehensive financial planning.
Tax Preparation Fee
Charged based on the complexity of the tax services provided.
Benefits of Exencial's Fee-Based Structure
Experience the advantages of clear, straightforward financial guidance that puts your interests first.
Alignment with Client's Interests
As a fee-based fiduciary, we are legally obligated to put your interests ahead of our own, eliminating conflicts of interest and ensuring our recommendations are made with your best interests in mind.
Transparency
You will always know what you are paying for and why. Our fees are straightforward and disclosed upfront.
Peace of Mind
Our unbiased advice means that we are focused solely on what is best for your financial well-being, giving you peace of mind that your financial goals are our top priority.
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Exencial's Pricing Structure
Our pricing is designed to be simple, transparent, and directly aligned with the services you receive.
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 $2,500.
Tax Preparation Fees
Priced according to the complexity of your tax needs.
Why Choose Us
Our Commitment
We are dedicated to your success. Our advisors strive to make your financial journey as seamless as possible with strategies that are sophisticated yet understandable.
Comprehensive Expertise
From investment management to financial planning and tax strategies, our holistic approach covers all aspects of your financial life.
Schedule Your Consultation Today
Choosing Exencial means opting for an advisor who is genuinely vested in your financial success without any hidden fees or agendas. Our fee-only approach and fiduciary status underline our dedication to you and your financial goals