[{"data":1,"prerenderedAt":2276},["ShallowReactive",2],{"config-published":3,"i-ph:caret-down-bold":732,"i-ph:magnifying-glass":735,"i-ph:list":737,"i-ph:instagram-logo":739,"i-ph:youtube-logo":741,"i-ph:x-logo":743,"i-ph:facebook-logo":745,"i-ph:linkedin-logo":747,"discover/financial-advice/title-exencial-wealth-advisors-review-published":749,"i-uil:list-ul":2262,"i-ph:caret-right-bold":2265,"breadcrumbs-/discover/financial-advice/title-exencial-wealth-advisors-review":2267,"i-ph:caret-right":2274},{"name":4,"created_at":5,"published_at":6,"updated_at":7,"id":8,"uuid":9,"content":10,"slug":724,"full_slug":724,"sort_by_date":34,"position":725,"tag_list":726,"is_startpage":543,"parent_id":727,"meta_data":34,"group_id":728,"first_published_at":729,"release_id":34,"lang":730,"path":34,"alternates":731,"default_full_slug":34,"translated_slugs":34},"App configuration","2022-11-24T11:24:28.448Z","2026-01-07T10:07:40.657Z","2026-01-07T10:07:40.684Z",224651377,"a6261810-1b4d-4071-a43d-805ea558bf15",{"_uid":11,"href":12,"text":12,"component":13,"advisorCTA":14,"headerMenu":41,"footerLinks":538,"loginLinkUrl":559,"advisorCTAUrl":560,"loginLinkText":12,"proHeaderMenu":561,"FooterRichText":643,"advisorCTALink":28,"advisorCTAText":644,"openInNewWindow":543,"footerLegalLinks":645,"geoWarningCTAUrl":666,"footerDisclaimer1":12,"footerDisclaimer2":667,"footerDisclaimer3":12,"footerSocialLinks":668,"geoWarningCTALink":689,"geoWarningCTAText":690,"FooterStickyBanner":691,"geoWarningCTAClose":692,"geoWarningCTATitle":693,"SpeakToAdvisorWidget":694,"newsletterSignupWidget":704},"cb57aa4d-0af2-49b3-8b8f-16521700f0a8","","app-configuration",{"type":15,"content":16},"doc",[17],{"type":18,"content":19},"paragraph",[20,27],{"text":21,"type":22,"marks":23},"Are you an adviser? ","text",[24],{"type":25,"attrs":26},"styled",{"class":12},{"text":28,"type":22,"marks":29},"Go to Unbiased Pro",[30,37,39],{"type":31,"attrs":32},"link",{"href":33,"uuid":34,"anchor":34,"target":35,"linktype":36},"https://www.unbiased.com/pro",null,"_self","url",{"type":38},"bold",{"type":25,"attrs":40},{"class":12},[42,148,269,368,440],{"CTA":43,"_uid":57,"title":58,"component":59,"overview_link":60,"main_section_links":75,"main_section_title":132,"additional_section_links":133,"additional_section_title":147},[44],{"_uid":45,"link":46,"component":56},"2298396f-4a40-4282-b5ef-f30a3b9619b8",{"type":15,"content":47},[48],{"type":18,"content":49},[50],{"text":51,"type":22,"marks":52},"Find an advisor",[53],{"type":31,"attrs":54},{"href":55,"uuid":34,"anchor":34,"target":35,"linktype":36},"https://v2.unbiased.com/inquiry/financial-advisor","app-link-rich","6ee9fa7a-ee9d-4a0d-b913-99f9ee1b6e05","Financial Advice","app-header-menu-item-dropdown",[61],{"_uid":62,"link":63,"component":56},"91b4e023-f3d0-49ba-9748-f63e5fac2b1f",{"type":15,"content":64},[65],{"type":18,"content":66},[67],{"text":68,"type":22,"marks":69},"All financial advice guides",[70],{"type":31,"attrs":71},{"href":72,"uuid":73,"anchor":34,"target":35,"linktype":74},"/discover/financial-advice/","34bbfdfd-544e-42d2-aebd-78a15ad88cba","story",[76,89,102,115],{"_uid":77,"link":78,"component":56},"9f8d25a8-d93c-4d4a-a4c0-a63e37483485",{"type":15,"content":79},[80],{"type":18,"content":81},[82],{"text":83,"type":22,"marks":84},"Top investment companies",[85],{"type":31,"attrs":86},{"href":87,"uuid":88,"anchor":34,"target":35,"linktype":74},"/discover/financial-advice/top-investment-companies","3b175b31-cbbf-48ec-8faa-9cfd540973df",{"_uid":90,"link":91,"component":56},"85fbb733-400d-421b-afaf-5d85ae69bb31",{"type":15,"content":92},[93],{"type":18,"content":94},[95],{"text":96,"type":22,"marks":97},"Top Robo-Advisors",[98],{"type":31,"attrs":99},{"href":100,"uuid":101,"anchor":34,"target":35,"linktype":74},"/discover/financial-advice/best-robo-advisors","f73492c0-bcc0-4243-a4de-cc85fca28178",{"_uid":103,"link":104,"component":56},"9bfc68dd-ea47-48cf-a9ae-58589bbba599",{"type":15,"content":105},[106],{"type":18,"content":107},[108],{"text":109,"type":22,"marks":110},"Top financial advisor firms",[111],{"type":31,"attrs":112},{"href":113,"uuid":114,"anchor":34,"target":35,"linktype":74},"/discover/financial-advice/best-financial-advisor","cd1dd08f-886e-453d-babc-4a707c50b530",{"_uid":116,"link":117,"component":56},"dea791c8-aa54-4a1b-8ac8-a7de2006036b",{"type":15,"content":118},[119],{"type":18,"content":120},[121],{"text":122,"type":22,"marks":123},"Top wealth management firms",[124,128],{"type":31,"attrs":125},{"href":126,"uuid":127,"anchor":34,"target":35,"linktype":74},"/discover/financial-advice/top-wealth-management-firms","b1e6000d-ed2b-4fc8-bbb2-7e803f4b512f",{"type":129,"attrs":130},"textStyle",{"color":131},"rgb(0, 0, 0)","Get help with",[134],{"_uid":135,"link":136,"component":56},"f234c95d-2ad5-4cb6-9484-4c4b31413c2f",{"type":15,"content":137},[138],{"type":18,"content":139},[140],{"text":141,"type":22,"marks":142},"Financial advisors near me",[143],{"type":31,"attrs":144},{"href":145,"uuid":146,"anchor":34,"target":35,"linktype":74},"/discover/financial-advice/find-a-financial-advisor-near-me","ecbad03f-43f9-48db-af9c-1e63b145b2d9","More resources",{"CTA":149,"_uid":160,"title":161,"component":59,"overview_link":162,"main_section_links":176,"main_section_title":132,"additional_section_links":229,"additional_section_title":147},[150],{"_uid":151,"link":152,"component":56},"8e607e09-445b-4f4c-9615-e8d266f35612",{"type":15,"content":153},[154],{"type":18,"content":155},[156],{"text":51,"type":22,"marks":157},[158],{"type":31,"attrs":159},{"href":55,"uuid":34,"anchor":34,"target":35,"linktype":36},"85c0c112-23fe-46b2-ae32-196f05710318","Retirement",[163],{"_uid":164,"link":165,"component":56},"bbf6b9e2-609e-4a82-ab5d-5ad9d07bd1a1",{"type":15,"content":166},[167],{"type":18,"content":168},[169],{"text":170,"type":22,"marks":171},"All retirement guides",[172],{"type":31,"attrs":173},{"href":174,"uuid":175,"anchor":34,"target":35,"linktype":74},"/discover/retirement/","0580c990-ee0a-4287-ac8d-d2e4689a1051",[177,190,203,216],{"_uid":178,"link":179,"component":56},"28f1d44a-d98d-4b93-9a4f-3893950dbcc0",{"type":15,"content":180},[181],{"type":18,"content":182},[183],{"text":184,"type":22,"marks":185},"Retiring on $300K",[186],{"type":31,"attrs":187},{"href":188,"uuid":189,"anchor":34,"target":35,"linktype":74},"/discover/retirement/can-you-retire-on-300k","73defa57-75a4-4cf8-8cf7-15ba93619e2c",{"_uid":191,"link":192,"component":56},"9872bd56-d9cb-4b13-88e5-a336f0246043",{"type":15,"content":193},[194],{"type":18,"content":195},[196],{"text":197,"type":22,"marks":198},"Retiring on $500K",[199],{"type":31,"attrs":200},{"href":201,"uuid":202,"anchor":34,"target":35,"linktype":74},"/discover/retirement/can-you-retire-on-500k","33db366d-aae1-49e7-afdd-62751a0fbd10",{"_uid":204,"link":205,"component":56},"48b2cd52-8bf8-4fe3-9a91-835a353cacbb",{"type":15,"content":206},[207],{"type":18,"content":208},[209],{"text":210,"type":22,"marks":211},"Retiring on $800K",[212],{"type":31,"attrs":213},{"href":214,"uuid":215,"anchor":34,"target":35,"linktype":74},"/discover/retirement/retiring-with-800k","42a16b7d-6141-4422-8909-87718b57d06d",{"_uid":217,"link":218,"component":56},"68aa3dbb-59d2-4dec-ab2c-8a74355de45d",{"type":15,"content":219},[220],{"type":18,"content":221},[222],{"text":223,"type":22,"marks":224},"Retiring on $1 million",[225],{"type":31,"attrs":226},{"href":227,"uuid":228,"anchor":34,"target":35,"linktype":74},"/discover/retirement/can-you-retire-on-1-million","4a022cdb-ad83-4b88-ab6a-87b8e39f482e",[230,243,256],{"_uid":231,"link":232,"component":56},"544b38e5-ba7a-4b9d-b8e0-86a11eae4381",{"type":15,"content":233},[234],{"type":18,"content":235},[236],{"text":237,"type":22,"marks":238},"Retirement calculator",[239],{"type":31,"attrs":240},{"href":241,"uuid":242,"anchor":34,"target":35,"linktype":74},"/discover/retirement/retirement-calculator","e750018f-e90c-4df6-b63a-97268dfdf93c",{"_uid":244,"link":245,"component":56},"20fc13a0-0418-4af1-a0c2-2c647dbbc39e",{"type":15,"content":246},[247],{"type":18,"content":248},[249],{"text":250,"type":22,"marks":251},"Roth IRA calculator",[252],{"type":31,"attrs":253},{"href":254,"uuid":255,"anchor":34,"target":35,"linktype":74},"/discover/retirement/roth-ira-calculator","58116e58-282b-41cd-8932-b47bebec7568",{"_uid":257,"link":258,"component":56},"5c17edab-55c5-4b48-bddd-7779f22984ec",{"type":15,"content":259},[260],{"type":18,"content":261},[262],{"text":263,"type":22,"marks":264},"What is a 401k",[265],{"type":31,"attrs":266},{"href":267,"uuid":268,"anchor":34,"target":35,"linktype":74},"/discover/investing/what-is-a-401k-and-how-does-it-work","342bd874-c9e1-426c-bba7-116d1f9665dc",{"CTA":270,"_uid":281,"title":282,"component":59,"overview_link":283,"main_section_links":297,"main_section_title":132,"additional_section_links":354,"additional_section_title":147},[271],{"_uid":272,"link":273,"component":56},"aada5723-1aa7-40fc-a2e8-a555f6d924cc",{"type":15,"content":274},[275],{"type":18,"content":276},[277],{"text":51,"type":22,"marks":278},[279],{"type":31,"attrs":280},{"href":55,"uuid":34,"anchor":34,"target":35,"linktype":36},"495763d1-ee75-4112-9ef6-5765d8c6a6be","Investing",[284],{"_uid":285,"link":286,"component":56},"66d9a1fe-709f-46f9-9731-2f59ebccb2cc",{"type":15,"content":287},[288],{"type":18,"content":289},[290],{"text":291,"type":22,"marks":292},"All investing guides",[293],{"type":31,"attrs":294},{"href":295,"uuid":296,"anchor":34,"target":35,"linktype":74},"/discover/investing/","740d32ec-309a-43d6-902e-cb1e62bd0fe8",[298,312,326,340],{"_uid":299,"link":300,"component":56},"f2050b75-554a-4add-a9e6-8bfa544307d6",{"type":15,"content":301},[302],{"type":18,"attrs":303,"content":304},{"textAlign":34},[305],{"text":306,"type":22,"marks":307},"The best way to invest $20k",[308],{"type":31,"attrs":309},{"href":310,"uuid":311,"anchor":34,"target":35,"linktype":74},"/discover/investing/best-way-to-invest-20k","d39e5bf4-d7b4-426a-a6f2-b871031e724e",{"_uid":313,"link":314,"component":56},"2fc43030-f262-4a71-99c2-39167ce30cce",{"type":15,"content":315},[316],{"type":18,"attrs":317,"content":318},{"textAlign":34},[319],{"text":320,"type":22,"marks":321},"The best way to invest $50k",[322],{"type":31,"attrs":323},{"href":324,"uuid":325,"anchor":34,"target":35,"linktype":74},"/discover/investing/the-best-way-to-invest-50k","abac014e-4ec8-42ae-94a0-64cfdff686d5",{"_uid":327,"link":328,"component":56},"8df420ce-d8dd-4a7a-8947-50fa74ecf8e6",{"type":15,"content":329},[330],{"type":18,"attrs":331,"content":332},{"textAlign":34},[333],{"text":334,"type":22,"marks":335},"The best way to invest $100k",[336],{"type":31,"attrs":337},{"href":338,"uuid":339,"anchor":34,"target":35,"linktype":74},"/discover/investing/the-best-way-to-invest-100k","2c6b4fe9-770f-409a-93cd-791df4eb9318",{"_uid":341,"link":342,"component":56},"fed4141f-0a48-4752-9e11-7253956a4418",{"type":15,"content":343},[344],{"type":18,"attrs":345,"content":346},{"textAlign":34},[347],{"text":348,"type":22,"marks":349},"Investments that pay a monthly income",[350],{"type":31,"attrs":351},{"href":352,"uuid":353,"anchor":34,"target":35,"linktype":74},"/discover/investing/12-investments-that-pay-monthly-income","0898e500-1457-4990-be41-57a3c68d3e9f",[355],{"_uid":356,"link":357,"component":56},"ace14b44-4a28-432f-bf49-e7bd63d0bf4d",{"type":15,"content":358},[359],{"type":18,"content":360},[361],{"text":362,"type":22,"marks":363},"Compound interest calculator",[364],{"type":31,"attrs":365},{"href":366,"uuid":367,"anchor":34,"target":35,"linktype":74},"/discover/investing/compound-interest-calculator","18ece990-d9e2-4dad-8816-fdd320af3dc0",{"CTA":369,"_uid":380,"title":381,"component":59,"overview_link":382,"main_section_links":396,"main_section_title":132,"additional_section_links":439,"additional_section_title":147},[370],{"_uid":371,"link":372,"component":56},"be29d26a-051b-4ce8-984b-36035ef7a503",{"type":15,"content":373},[374],{"type":18,"content":375},[376],{"text":51,"type":22,"marks":377},[378],{"type":31,"attrs":379},{"href":55,"uuid":34,"anchor":34,"target":35,"linktype":36},"b04c8a90-f17c-40ea-a4d5-554e8c69aa14","Banking",[383],{"_uid":384,"link":385,"component":56},"482cacd4-2995-4939-8c56-c9a74ea0236b",{"type":15,"content":386},[387],{"type":18,"content":388},[389],{"text":390,"type":22,"marks":391},"All banking guides",[392],{"type":31,"attrs":393},{"href":394,"uuid":395,"anchor":34,"target":35,"linktype":74},"/discover/banking/","d8de9283-4031-440b-be2f-01ac9349324e",[397,411,425],{"_uid":398,"link":399,"component":56},"0b07ede1-5220-4d9e-9f85-c474d743a260",{"type":15,"content":400},[401],{"type":18,"attrs":402,"content":403},{"textAlign":34},[404],{"text":405,"type":22,"marks":406},"What is private banking",[407],{"type":31,"attrs":408},{"href":409,"uuid":410,"anchor":34,"target":35,"linktype":74},"/discover/banking/what-is-private-banking","b1c04c35-0a8a-4af5-ace1-672aa41f133d",{"_uid":412,"link":413,"component":56},"caa1ee0a-c417-4cfb-b3d3-025466ab1b98",{"type":15,"content":414},[415],{"type":18,"attrs":416,"content":417},{"textAlign":34},[418],{"text":419,"type":22,"marks":420},"US income breakdown",[421],{"type":31,"attrs":422},{"href":423,"uuid":424,"anchor":34,"target":35,"linktype":74},"/discover/banking/how-much-income-puts-you-in-the-top-1-5-or-10","ddda3782-1859-49a4-82ed-935303e2bec6",{"_uid":426,"link":427,"component":56},"6a0937f3-2014-431f-a77c-95e748072003",{"type":15,"content":428},[429],{"type":18,"attrs":430,"content":431},{"textAlign":34},[432],{"text":433,"type":22,"marks":434},"Cost of living in Florida",[435],{"type":31,"attrs":436},{"href":437,"uuid":438,"anchor":34,"target":35,"linktype":74},"/discover/banking/what-is-the-cost-of-living-in-florida","9c970b27-4644-43af-834f-eba5f1ae136a",[],{"CTA":441,"_uid":452,"title":453,"component":59,"overview_link":454,"main_section_links":468,"main_section_title":132,"additional_section_links":525,"additional_section_title":147},[442],{"_uid":443,"link":444,"component":56},"f2cea9b3-b01d-4bbf-b18b-52a0737eaf3c",{"type":15,"content":445},[446],{"type":18,"content":447},[448],{"text":51,"type":22,"marks":449},[450],{"type":31,"attrs":451},{"href":55,"uuid":34,"anchor":34,"target":35,"linktype":36},"a5e4b27e-1713-42d5-9597-6882a94968c0","Taxes",[455],{"_uid":456,"link":457,"component":56},"40d47d8f-3a14-4596-9d64-337daeb3fbf5",{"type":15,"content":458},[459],{"type":18,"content":460},[461],{"text":462,"type":22,"marks":463},"All tax guides",[464],{"type":31,"attrs":465},{"href":466,"uuid":467,"anchor":34,"target":35,"linktype":74},"/discover/taxes/","cff941f3-03a9-464a-b168-0d9b1eef9ce4",[469,483,497,511],{"_uid":470,"link":471,"component":56},"e366294b-be7d-47bb-b127-25b39aab3467",{"type":15,"content":472},[473],{"type":18,"attrs":474,"content":475},{"textAlign":34},[476],{"text":477,"type":22,"marks":478},"Capital gains tax for seniors",[479],{"type":31,"attrs":480},{"href":481,"uuid":482,"anchor":34,"target":35,"linktype":74},"/discover/taxes/capital-gains-tax-exemption-for-seniors-what-does-it-mean-for-you","62ae1223-58e7-4fe8-9081-2a9d047cfb84",{"_uid":484,"link":485,"component":56},"336d1192-6b9d-4a98-8922-1877072f3003",{"type":15,"content":486},[487],{"type":18,"attrs":488,"content":489},{"textAlign":34},[490],{"text":491,"type":22,"marks":492},"Capital gains tax by state",[493],{"type":31,"attrs":494},{"href":495,"uuid":496,"anchor":34,"target":35,"linktype":74},"/discover/taxes/capital-gains-tax-by-state","94d6ce4a-1ba6-444f-a41d-4ae541b99b79",{"_uid":498,"link":499,"component":56},"7450de66-1ff3-447c-b191-1f75166a6046",{"type":15,"content":500},[501],{"type":18,"attrs":502,"content":503},{"textAlign":34},[504],{"text":505,"type":22,"marks":506},"Understanding capital gains tax",[507],{"type":31,"attrs":508},{"href":509,"uuid":510,"anchor":34,"target":35,"linktype":74},"/discover/retirement/how-much-is-capital-gains-tax","8442c69d-4c88-4d2e-8fa4-08275191bab0",{"_uid":512,"link":513,"component":56},"8050ded3-889f-43b0-92b3-30adad9ac076",{"type":15,"content":514},[515],{"type":18,"attrs":516,"content":517},{"textAlign":34},[518],{"text":519,"type":22,"marks":520},"Tax in Washington",[521],{"type":31,"attrs":522},{"href":523,"uuid":524,"anchor":34,"target":35,"linktype":74},"/discover/taxes/washington-tax-guide","2462451b-7f16-4364-8471-f78939478e7e",[526],{"_uid":527,"link":528,"component":56},"b11dcfe9-a823-4859-8965-d32bab7873e9",{"type":15,"content":529},[530],{"type":18,"content":531},[532],{"text":533,"type":22,"marks":534},"Capital Gains Tax Calculator",[535],{"type":31,"attrs":536},{"href":537,"uuid":34,"anchor":34,"target":35,"linktype":36},"https://www.unbiased.com/discover/taxes/capital-gains-tax-calculator",[539,544,546,548,550,554],{"_uid":540,"href":174,"text":541,"component":542,"openInNewWindow":543},"4654e725-33d3-4fa3-8917-b2a73f05752c"," Retirement","app-link",false,{"_uid":545,"href":295,"text":282,"component":542,"openInNewWindow":543},"3e1f2e86-310c-4ee1-be2b-c9100443d53f",{"_uid":547,"href":394,"text":381,"component":542,"openInNewWindow":543},"fa006314-3e85-43c3-9267-bb87f84a1ebc",{"_uid":549,"href":466,"text":453,"component":542,"openInNewWindow":543},"9d69eda3-6dcc-49fb-a519-f61cb97a40ff",{"_uid":551,"href":552,"text":553,"component":542,"openInNewWindow":543},"ecf272f5-571f-41aa-a069-75c81ec617e8","/discover/insurance/","Insurance",{"_uid":555,"href":556,"text":557,"component":542,"openInNewWindow":558},"0acdc588-18e3-4e41-872b-1d528d985164","/about-us","About us",true,"https://v2.unbiased.com/consumer/login","/pro",[562,575,589,603,617,630],{"_uid":563,"link":564,"component":56},"72cfe613-7b21-4cc0-acbf-66a38dab3eee",{"type":15,"content":565},[566],{"type":18,"content":567},[568],{"text":569,"type":22,"marks":570},"Pricing",[571],{"type":31,"attrs":572},{"href":573,"uuid":34,"anchor":34,"custom":574,"target":35,"linktype":36},"https://www.unbiased.com/pages/pricing",{},{"_uid":576,"link":577,"component":56},"cb14e1ca-f377-41ec-b053-b97ef2aeb42f",{"type":15,"content":578},[579],{"type":18,"content":580},[581],{"text":582,"type":22,"marks":583},"Business Growth",[584],{"type":31,"attrs":585},{"href":586,"uuid":587,"anchor":34,"custom":588,"target":35,"linktype":74},"/pro/discover/business-growth/","022b5ef6-975b-4f56-8d38-66f137e7901f",{},{"_uid":590,"link":591,"component":56},"6cdc93ad-5d74-4c39-9342-0ed49e309979",{"type":15,"content":592},[593],{"type":18,"content":594},[595],{"text":596,"type":22,"marks":597},"Trends & Insight",[598],{"type":31,"attrs":599},{"href":600,"uuid":601,"anchor":34,"custom":602,"target":35,"linktype":74},"/pro/discover/trends-insight/","4b364e23-68e6-4009-a852-83d5e327c796",{},{"_uid":604,"link":605,"component":56},"0404c041-e645-42fe-8932-be896a82902e",{"type":15,"content":606},[607],{"type":18,"content":608},[609],{"text":610,"type":22,"marks":611},"News",[612],{"type":31,"attrs":613},{"href":614,"uuid":615,"anchor":34,"custom":616,"target":35,"linktype":74},"/pro/discover/news/","829a2a75-d3fb-454c-a50c-c7f8212ea16b",{},{"_uid":618,"link":619,"component":56},"7f208f7d-d0f3-417c-8cc8-c135e72a8a74",{"type":15,"content":620},[621],{"type":18,"content":622},[623],{"text":624,"type":22,"marks":625},"Help",[626],{"type":31,"attrs":627},{"href":628,"uuid":34,"anchor":34,"custom":629,"target":35,"linktype":36},"https://www.unbiased.com/pages/pro/faqs",{},{"_uid":631,"link":632,"component":56},"f4ec7388-9b0f-42ef-96b0-38feb0f276e1",{"type":15,"content":633},[634],{"type":18,"content":635},[636],{"text":637,"type":22,"marks":638},"Login",[639],{"type":31,"attrs":640},{"href":641,"uuid":34,"anchor":34,"custom":642,"target":35,"linktype":36},"https://v2.unbiased.com/pro/login",{},[],"Are you an advisor?",[646,650,654,658,662],{"_uid":647,"href":648,"text":649,"component":542,"openInNewWindow":543},"5a4588d0-87e3-4ae5-963f-bd3ca35a1bf7","https://www.unbiased.com/faq","FAQ",{"_uid":651,"href":652,"text":653,"component":542,"openInNewWindow":543},"85a086a2-d420-43a6-a1e6-d8cfcc52a584","/terms-of-use","Terms of Use",{"_uid":655,"href":656,"text":657,"component":542,"openInNewWindow":543},"bd58e670-f5ff-4936-adbe-5aa73c990cdf","/privacy-policy","Privacy Policy",{"_uid":659,"href":660,"text":661,"component":542,"openInNewWindow":558},"eafa26a7-3b78-4f00-954e-f1ebc3115542","https://reports.adviserinfo.sec.gov/reports/ADV/323880/PDF/323880.pdf","Unbiased ADV",{"_uid":663,"href":664,"text":665,"component":542,"openInNewWindow":558},"2cbcf581-9d60-443b-9e63-9e95be09afad","https://reports.adviserinfo.sec.gov/crs/crs_323880.pdf","Unbiased CRS","https://www.unbiased.co.uk","Unbiased Inc. is a registered investment advisor with the US Securities and Exchange Commission (“SEC”). Registration as an investment advisor does not imply a certain level of skill or training.",[669,673,677,681,685],{"_uid":670,"href":671,"text":672,"component":542,"openInNewWindow":543},"2ca50944-e323-4559-9c46-b77eb4bce616","//www.instagram.com/unbiased.us/","Instagram",{"_uid":674,"href":675,"text":676,"component":542,"openInNewWindow":543},"278b2358-e4c6-491b-b011-425b4bd0b709","//www.youtube.com/@Unbiased","YouTube",{"_uid":678,"href":679,"text":680,"component":542,"openInNewWindow":543},"dccca61f-0426-4778-a54b-1944ab1ae71f","//twitter.com/Unbiased_us","Twitter",{"_uid":682,"href":683,"text":684,"component":542,"openInNewWindow":543},"6e6372d5-1f37-43fb-a849-8868877530c8","//www.facebook.com/unbiasedus","Facebook",{"_uid":686,"href":687,"text":688,"component":542,"openInNewWindow":558},"c3a97f2f-ee67-4516-9529-6aff38733af2","https://www.linkedin.com/showcase/unbiased.com/","LinkedIn","Go to UK site","It looks like you’re visiting from the UK. Would you like to visit our UK site?",[],"Stay on US site","You’re currently on our US site",[695],{"_uid":696,"heading":697,"cta_link":55,"cta_text":698,"component":699,"description":700,"pro_heading":701,"pro_cta_link":33,"pro_cta_text":702,"pro_description":703},"7404adca-dc5b-443e-a1b4-4c8bed2673b3","Financial advice","Match with an advisor","sidebar_cta","We’ll find a professional perfectly matched to your needs. Getting started is easy, fast and free.","Access high-quality leads in minutes with UnbiasedPro","Get perfect clients now.","If you're looking for the perfect clients we'll deliver them straight to your inbox and give you the tools to manage them throughout the sales process.",[705],{"_uid":706,"title":707,"CTAText":708,"subtitle":709,"component":710,"errorTitle":711,"description":712,"successTitle":713,"errorSubtitle":714,"successSubtitle":715,"consentCheckboxLabelText":716,"errorMesageFirstNameError":717,"consentCheckboxLabelLinkURL":656,"consentCheckboxLabelLinkText":718,"errorMessageRequiredFieldEmail":719,"errorMessageIncorrectEmailFormat":720,"errorMessageRequiredFieldConsent":721,"errorMessageRequiredFieldInterest":722,"errorMessageRequiredFieldFirstName":723},"8ca4fd8f-da99-489f-aa1b-fcfabdd8b7e3","Get the latest news and tips","Sign up for email updates","Sign up for news that may impact your finances","sidebar-email-signup","Sorry, there was a technical problem","Receive the latest news, tips and guides to help you manage your finances","Thanks for signing up!","Please try again later, or email contact@unbiased.com","You should receive an email confirmation shortly.","I consent to Unbiased storing my data in accordance with their","Too many characters","privacy policy","Your email address is required","Your email address contains errors","Your consent is required","Your interest is required","Your first name is required","config",-60,[],0,"c7c18fda-2d94-4a2f-9d60-e1fee25d980a","2022-11-21T10:48:58.546Z","default",[],{"left":727,"top":727,"width":733,"height":733,"rotate":727,"vFlip":543,"hFlip":543,"body":734},256,"\u003Cpath fill=\"currentColor\" d=\"m216.49 104.49l-80 80a12 12 0 0 1-17 0l-80-80a12 12 0 0 1 17-17L128 159l71.51-71.52a12 12 0 0 1 17 17Z\"/>",{"left":727,"top":727,"width":733,"height":733,"rotate":727,"vFlip":543,"hFlip":543,"body":736},"\u003Cpath fill=\"currentColor\" d=\"m229.66 218.34l-50.07-50.06a88.11 88.11 0 1 0-11.31 11.31l50.06 50.07a8 8 0 0 0 11.32-11.32M40 112a72 72 0 1 1 72 72a72.08 72.08 0 0 1-72-72\"/>",{"left":727,"top":727,"width":733,"height":733,"rotate":727,"vFlip":543,"hFlip":543,"body":738},"\u003Cpath fill=\"currentColor\" d=\"M224 128a8 8 0 0 1-8 8H40a8 8 0 0 1 0-16h176a8 8 0 0 1 8 8M40 72h176a8 8 0 0 0 0-16H40a8 8 0 0 0 0 16m176 112H40a8 8 0 0 0 0 16h176a8 8 0 0 0 0-16\"/>",{"left":727,"top":727,"width":733,"height":733,"rotate":727,"vFlip":543,"hFlip":543,"body":740},"\u003Cpath fill=\"currentColor\" d=\"M128 80a48 48 0 1 0 48 48a48.05 48.05 0 0 0-48-48m0 80a32 32 0 1 1 32-32a32 32 0 0 1-32 32m48-136H80a56.06 56.06 0 0 0-56 56v96a56.06 56.06 0 0 0 56 56h96a56.06 56.06 0 0 0 56-56V80a56.06 56.06 0 0 0-56-56m40 152a40 40 0 0 1-40 40H80a40 40 0 0 1-40-40V80a40 40 0 0 1 40-40h96a40 40 0 0 1 40 40ZM192 76a12 12 0 1 1-12-12a12 12 0 0 1 12 12\"/>",{"left":727,"top":727,"width":733,"height":733,"rotate":727,"vFlip":543,"hFlip":543,"body":742},"\u003Cpath fill=\"currentColor\" d=\"m164.44 121.34l-48-32A8 8 0 0 0 104 96v64a8 8 0 0 0 12.44 6.66l48-32a8 8 0 0 0 0-13.32M120 145.05V111l25.58 17Zm114.33-75.53a24 24 0 0 0-14.49-16.4C185.56 39.88 131 40 128 40s-57.56-.12-91.84 13.12a24 24 0 0 0-14.49 16.4C19.08 79.5 16 97.74 16 128s3.08 48.5 5.67 58.48a24 24 0 0 0 14.49 16.41C69 215.56 120.4 216 127.34 216h1.32c6.94 0 58.37-.44 91.18-13.11a24 24 0 0 0 14.49-16.41c2.59-10 5.67-28.22 5.67-58.48s-3.08-48.5-5.67-58.48m-15.49 113a8 8 0 0 1-4.77 5.49c-31.65 12.22-85.48 12-86 12H128c-.54 0-54.33.2-86-12a8 8 0 0 1-4.77-5.49C34.8 173.39 32 156.57 32 128s2.8-45.39 5.16-54.47A8 8 0 0 1 41.93 68c30.52-11.79 81.66-12 85.85-12h.27c.54 0 54.38-.18 86 12a8 8 0 0 1 4.77 5.49C221.2 82.61 224 99.43 224 128s-2.8 45.39-5.16 54.47Z\"/>",{"left":727,"top":727,"width":733,"height":733,"rotate":727,"vFlip":543,"hFlip":543,"body":744},"\u003Cpath fill=\"currentColor\" d=\"m214.75 211.71l-62.6-98.38l61.77-67.95a8 8 0 0 0-11.84-10.76l-58.84 64.72l-40.49-63.63A8 8 0 0 0 96 32H48a8 8 0 0 0-6.75 12.3l62.6 98.37l-61.77 68a8 8 0 1 0 11.84 10.76l58.84-64.72l40.49 63.63A8 8 0 0 0 160 224h48a8 8 0 0 0 6.75-12.29M164.39 208L62.57 48h29l101.86 160Z\"/>",{"left":727,"top":727,"width":733,"height":733,"rotate":727,"vFlip":543,"hFlip":543,"body":746},"\u003Cpath fill=\"currentColor\" d=\"M128 24a104 104 0 1 0 104 104A104.11 104.11 0 0 0 128 24m8 191.63V152h24a8 8 0 0 0 0-16h-24v-24a16 16 0 0 1 16-16h16a8 8 0 0 0 0-16h-16a32 32 0 0 0-32 32v24H96a8 8 0 0 0 0 16h24v63.63a88 88 0 1 1 16 0\"/>",{"left":727,"top":727,"width":733,"height":733,"rotate":727,"vFlip":543,"hFlip":543,"body":748},"\u003Cpath fill=\"currentColor\" d=\"M216 24H40a16 16 0 0 0-16 16v176a16 16 0 0 0 16 16h176a16 16 0 0 0 16-16V40a16 16 0 0 0-16-16m0 192H40V40h176zM96 112v64a8 8 0 0 1-16 0v-64a8 8 0 0 1 16 0m88 28v36a8 8 0 0 1-16 0v-36a20 20 0 0 0-40 0v36a8 8 0 0 1-16 0v-64a8 8 0 0 1 15.79-1.78A36 36 0 0 1 184 140m-84-56a12 12 0 1 1-12-12a12 12 0 0 1 12 12\"/>",{"name":750,"created_at":751,"published_at":752,"updated_at":753,"id":754,"uuid":755,"content":756,"slug":2254,"full_slug":2255,"sort_by_date":34,"position":2256,"tag_list":2257,"is_startpage":543,"parent_id":2258,"meta_data":34,"group_id":2259,"first_published_at":2260,"release_id":34,"lang":730,"path":34,"alternates":2261,"default_full_slug":34,"translated_slugs":34},"Title Exencial Wealth Advisors Review","2025-12-11T21:55:40.558Z","2026-03-15T18:48:06.873Z","2026-03-15T18:48:06.906Z",122063014164468,"f917a591-3504-4bfd-bada-e8dd2d48a3e8",{"_uid":757,"body":758,"hero":2150,"author":2174,"series":12,"sidebar":2198,"hide_cta":543,"metatags":2224,"reviewer":2229,"component":2249,"updatedAt":12,"series_order":12,"bottom_banner":2250,"fullWidthMode":543,"subcategories":2251,"hideEmbeddedMF":543,"hide_pro_banner":558,"intro_paragraph":2252,"series_dropdown":543,"intro_subheading":12,"series_navigation":558,"table_of_contents":558,"outgrow_calculator":2253,"series_dropdown_label":12,"hide_email_signup_widget":558,"show_compound_calculator":543,"show_roth_ira_calculator":543,"show_footer_sticky_banner":543,"show_retirement_calculator":543,"show_capital_gains_calculator":543},"fc9fc088-12d2-40fb-bc30-f3859e0894bd",[759,824,1278,1514,1558,1595,1636,2044],{"_uid":760,"data":761,"component":823},"024e4ca9-25d7-4565-af66-e60774f2ff16",{"type":15,"content":762},[763,775,783,791,815],{"type":764,"attrs":765,"content":767},"heading",{"level":766,"textAlign":34},2,[768],{"text":769,"type":22,"marks":770},"What does Exencial Wealth Advisors do?",[771,774],{"type":129,"attrs":772},{"color":773},"#000000",{"type":38},{"type":18,"attrs":776,"content":777},{"textAlign":34},[778],{"text":779,"type":22,"marks":780},"Exencial Wealth Advisors is a US-based registered investment advisory firm. ",[781],{"type":129,"attrs":782},{"color":773},{"type":18,"attrs":784,"content":785},{"textAlign":34},[786],{"text":787,"type":22,"marks":788},"The firm offers a comprehensive range of services, including wealth management, investment management, and financial planning, to individuals, families, business owners, and institutions.",[789],{"type":129,"attrs":790},{"color":773},{"type":18,"attrs":792,"content":793},{"textAlign":34},[794,799,810],{"text":795,"type":22,"marks":796},"Founded in ",[797],{"type":129,"attrs":798},{"color":773},{"text":800,"type":22,"marks":801},"2003",[802,805,808],{"type":31,"attrs":803},{"href":804,"uuid":34,"anchor":34,"target":34,"linktype":36},"https://exencialwealth.com/about",{"type":129,"attrs":806},{"color":807},"#1155CC",{"type":809},"underline",{"text":811,"type":22,"marks":812}," and headquartered in Oklahoma City, the firm operates as an independent fiduciary advisor, meaning it is legally obligated to act in the best interests of its clients. ",[813],{"type":129,"attrs":814},{"color":773},{"type":18,"attrs":816,"content":817},{"textAlign":34},[818],{"text":819,"type":22,"marks":820},"The firm emphasizes a personalized, relationship-driven approach, combining financial planning expertise with in-house research and advisory teams to deliver tailored long-term strategies for clients.",[821],{"type":129,"attrs":822},{"color":773},"article-rich-text",{"_uid":825,"body":826,"image":1269,"title":1274,"cta_link":1275,"cta_text":698,"component":1276,"background":12,"description":787,"secondary_cta":543,"cta_description":1277},"b348f890-e5ce-42ec-b6e8-03c048f4b5c8",[827,934],{"_uid":828,"data":829,"component":933},"1002eb8d-676c-4cf5-9c12-512061bbf568",{"type":15,"content":830},[831,840,848,857,862,871,879,888,899,908,916,925],{"type":18,"attrs":832,"content":833},{"textAlign":34},[834],{"text":835,"type":22,"marks":836},"Assets under management:",[837,839],{"type":129,"attrs":838},{"color":773},{"type":38},{"type":18,"attrs":841,"content":842},{"textAlign":34},[843],{"text":844,"type":22,"marks":845},"$5 Billion",[846],{"type":129,"attrs":847},{"color":773},{"type":18,"attrs":849,"content":850},{"textAlign":34},[851],{"text":852,"type":22,"marks":853},"Number of advisors:",[854,856],{"type":129,"attrs":855},{"color":773},{"type":38},{"type":18,"attrs":858,"content":859},{"textAlign":34},[860],{"text":861,"type":22},"107 advisors",{"type":18,"attrs":863,"content":864},{"textAlign":34},[865],{"text":866,"type":22,"marks":867},"Time in business:",[868,870],{"type":129,"attrs":869},{"color":773},{"type":38},{"type":18,"attrs":872,"content":873},{"textAlign":34},[874],{"text":875,"type":22,"marks":876},"Founded in 2003",[877],{"type":129,"attrs":878},{"color":773},{"type":18,"attrs":880,"content":881},{"textAlign":34},[882],{"text":883,"type":22,"marks":884},"Fee structure:",[885,887],{"type":129,"attrs":886},{"color":773},{"type":38},{"type":18,"attrs":889,"content":890},{"textAlign":34},[891,893],{"text":892,"type":22},"Fee-based structure, primarily charging an annual fee of around 1% of assets under management (AUM) for wealth management",{"text":894,"type":22,"marks":895},".",[896],{"type":129,"attrs":897},{"color":898},"#0A0A0A",{"type":18,"attrs":900,"content":901},{"textAlign":34},[902],{"text":903,"type":22,"marks":904},"Fees:",[905,907],{"type":129,"attrs":906},{"color":773},{"type":38},{"type":18,"attrs":909,"content":910},{"textAlign":34},[911],{"text":912,"type":22,"marks":913},"1% depending on portfolio size",[914],{"type":129,"attrs":915},{"color":773},{"type":18,"attrs":917,"content":918},{"textAlign":34},[919],{"text":920,"type":22,"marks":921},"Minimum account sizes:",[922,924],{"type":129,"attrs":923},{"color":773},{"type":38},{"type":18,"attrs":926,"content":927},{"textAlign":34},[928],{"text":929,"type":22,"marks":930},"Annual fee of $2,500",[931],{"type":129,"attrs":932},{"color":773},"company-summary-rich-text",{"_uid":935,"component":936,"accordions":937},"f062eb99-6535-42a6-9e8f-2b072e9148aa","company-summary-accordion-group",[938,1003,1065,1127,1182],{"_uid":939,"text":940,"title":1001,"component":1002},"2b863f7e-9b01-43de-8579-a556e46c2c36",{"type":15,"content":941},[942],{"type":943,"content":944},"bullet_list",[945,957,968,979,990],{"type":946,"content":947},"list_item",[948],{"type":18,"attrs":949,"content":950},{"textAlign":34},[951,955],{"text":952,"type":22,"marks":953},"Investment management",[954],{"type":38},{"text":956,"type":22}," – building and managing diversified portfolios.",{"type":946,"content":958},[959],{"type":18,"attrs":960,"content":961},{"textAlign":34},[962,966],{"text":963,"type":22,"marks":964},"Financial planning",[965],{"type":38},{"text":967,"type":22}," – retirement planning, cash-flow management, debt and education planning.",{"type":946,"content":969},[970],{"type":18,"attrs":971,"content":972},{"textAlign":34},[973,977],{"text":974,"type":22,"marks":975},"Tax planning & preparation",[976],{"type":38},{"text":978,"type":22}," – tax optimisation, projections, and filing.",{"type":946,"content":980},[981],{"type":18,"attrs":982,"content":983},{"textAlign":34},[984,988],{"text":985,"type":22,"marks":986},"Estate planning",[987],{"type":38},{"text":989,"type":22}," – structuring wealth transfer and legacy planning.",{"type":946,"content":991},[992],{"type":18,"attrs":993,"content":994},{"textAlign":34},[995,999],{"text":996,"type":22,"marks":997},"Risk & insurance planning",[998],{"type":38},{"text":1000,"type":22}," – evaluating insurance needs and financial risks.","Financial services","company-summary-accordion",{"_uid":1004,"text":1005,"title":1064,"component":1002},"5970b1d2-7318-45d1-b7d0-5dc12a671be5",{"type":15,"content":1006},[1007],{"type":943,"content":1008},[1009,1020,1031,1042,1053],{"type":946,"content":1010},[1011],{"type":18,"attrs":1012,"content":1013},{"textAlign":34},[1014,1018],{"text":1015,"type":22,"marks":1016},"Personalised portfolios",[1017],{"type":38},{"text":1019,"type":22}," based on client goals, risk tolerance, and time horizon.",{"type":946,"content":1021},[1022],{"type":18,"attrs":1023,"content":1024},{"textAlign":34},[1025,1029],{"text":1026,"type":22,"marks":1027},"Diversified asset allocation",[1028],{"type":38},{"text":1030,"type":22}," across stocks, bonds, and alternative investments.",{"type":946,"content":1032},[1033],{"type":18,"attrs":1034,"content":1035},{"textAlign":34},[1036,1040],{"text":1037,"type":22,"marks":1038},"Long-term investment focus",[1039],{"type":38},{"text":1041,"type":22}," rather than short-term trading.",{"type":946,"content":1043},[1044],{"type":18,"attrs":1045,"content":1046},{"textAlign":34},[1047,1051],{"text":1048,"type":22,"marks":1049},"Active portfolio monitoring and adjustments",[1050],{"type":38},{"text":1052,"type":22}," by advisors.",{"type":946,"content":1054},[1055],{"type":18,"attrs":1056,"content":1057},{"textAlign":34},[1058,1062],{"text":1059,"type":22,"marks":1060},"Integrated with financial planning",[1061],{"type":38},{"text":1063,"type":22}," including tax, retirement, and estate planning.","Investing strategy",{"_uid":1066,"text":1067,"title":1126,"component":1002},"70d31609-75e4-4dac-8675-4cf3cf017d54",{"type":15,"content":1068},[1069],{"type":943,"content":1070},[1071,1082,1093,1104,1115],{"type":946,"content":1072},[1073],{"type":18,"attrs":1074,"content":1075},{"textAlign":34},[1076,1080],{"text":1077,"type":22,"marks":1078},"Tailored service for diverse clients:",[1079],{"type":38},{"text":1081,"type":22}," Exencial works with business owners, executives, pre-retirees, and high-net-worth individuals, providing strategies suited to each financial stage.",{"type":946,"content":1083},[1084],{"type":18,"attrs":1085,"content":1086},{"textAlign":34},[1087,1091],{"text":1088,"type":22,"marks":1089},"Integrated wealth planning:",[1090],{"type":38},{"text":1092,"type":22}," Combines investment management, financial planning, tax strategy, and estate coordination within one advisory relationship.",{"type":946,"content":1094},[1095],{"type":18,"attrs":1096,"content":1097},{"textAlign":34},[1098,1102],{"text":1099,"type":22,"marks":1100},"Fiduciary, independent advisor:",[1101],{"type":38},{"text":1103,"type":22}," As an SEC-registered investment advisor, Exencial must act in clients’ best interests.",{"type":946,"content":1105},[1106],{"type":18,"attrs":1107,"content":1108},{"textAlign":34},[1109,1113],{"text":1110,"type":22,"marks":1111},"Customized investment approach:",[1112],{"type":38},{"text":1114,"type":22}," Portfolios are tailored to client goals, timelines, and risk profiles, with diversified exposure across equities, fixed income, and alternatives.",{"type":946,"content":1116},[1117],{"type":18,"attrs":1118,"content":1119},{"textAlign":34},[1120,1124],{"text":1121,"type":22,"marks":1122},"Experienced advisory team:",[1123],{"type":38},{"text":1125,"type":22}," Clients work with a multidisciplinary team providing long-term financial guidance.","Pros",{"_uid":1128,"text":1129,"title":1181,"component":1002},"70ae2380-dc27-455e-aacc-6bd1ea2b4c43",{"type":15,"content":1130},[1131],{"type":943,"content":1132},[1133,1149,1165],{"type":946,"content":1134},[1135],{"type":18,"attrs":1136,"content":1137},{"textAlign":34},[1138,1144],{"text":1139,"type":22,"marks":1140},"Higher cost than automated platforms: ",[1141,1143],{"type":129,"attrs":1142},{"color":773},{"type":38},{"text":1145,"type":22,"marks":1146},"As a full-service advisory firm, Exencial’s fees are typically higher than those of robo-advisors or self-directed platforms.",[1147],{"type":129,"attrs":1148},{"color":773},{"type":946,"content":1150},[1151],{"type":18,"attrs":1152,"content":1153},{"textAlign":34},[1154,1160],{"text":1155,"type":22,"marks":1156},"Limited digital automation:",[1157,1159],{"type":129,"attrs":1158},{"color":773},{"type":38},{"text":1161,"type":22,"marks":1162}," The firm focuses on personalized, advisor-led relationships rather than automated portfolio management or mobile-first investing tools.",[1163],{"type":129,"attrs":1164},{"color":773},{"type":946,"content":1166},[1167],{"type":18,"attrs":1168,"content":1169},{"textAlign":34},[1170,1176],{"text":1171,"type":22,"marks":1172},"May not suit small accounts: ",[1173,1175],{"type":129,"attrs":1174},{"color":773},{"type":38},{"text":1177,"type":22,"marks":1178},"Exencial’s Wealth Management services are generally designed for clients with at least $250,000 in assets under management (AUM), whereas certain referral-based platforms may require a minimum of $750,000. ",[1179],{"type":129,"attrs":1180},{"color":773},"Cons",{"_uid":1183,"text":1184,"title":1268,"component":1002},"636b4a18-c57c-451c-bcc0-c77a0f38d50a",{"type":15,"content":1185},[1186],{"type":943,"content":1187},[1188,1204,1220,1236,1252],{"type":946,"content":1189},[1190],{"type":18,"attrs":1191,"content":1192},{"textAlign":34},[1193,1199],{"text":1194,"type":22,"marks":1195},"High-net-worth individuals and families:",[1196,1198],{"type":129,"attrs":1197},{"color":773},{"type":38},{"text":1200,"type":22,"marks":1201}," Those with complex portfolios or more than $250,000 to invest benefit from Exencial’s tailored investment management and planning strategies.",[1202],{"type":129,"attrs":1203},{"color":773},{"type":946,"content":1205},[1206],{"type":18,"attrs":1207,"content":1208},{"textAlign":34},[1209,1215],{"text":1210,"type":22,"marks":1211},"Business owners and entrepreneurs:",[1212,1214],{"type":129,"attrs":1213},{"color":773},{"type":38},{"text":1216,"type":22,"marks":1217}," Clients looking to convert business success into lasting personal wealth and legacy planning receive guidance across both individual and corporate finances.",[1218],{"type":129,"attrs":1219},{"color":773},{"type":946,"content":1221},[1222],{"type":18,"attrs":1223,"content":1224},{"textAlign":34},[1225,1231],{"text":1226,"type":22,"marks":1227},"Corporate executives: ",[1228,1230],{"type":129,"attrs":1229},{"color":773},{"type":38},{"text":1232,"type":22,"marks":1233},"Those managing compensation structures, stock options, or concentrated equity positions can access sophisticated strategies aligned with their income and risk profile.",[1234],{"type":129,"attrs":1235},{"color":773},{"type":946,"content":1237},[1238],{"type":18,"attrs":1239,"content":1240},{"textAlign":34},[1241,1247],{"text":1242,"type":22,"marks":1243},"Pre-retirees and retirees:",[1244,1246],{"type":129,"attrs":1245},{"color":773},{"type":38},{"text":1248,"type":22,"marks":1249}," Individuals preparing for or entering retirement benefit from coordinated income, tax, and estate planning designed to preserve wealth and ensure sustainable distributions.",[1250],{"type":129,"attrs":1251},{"color":773},{"type":946,"content":1253},[1254],{"type":18,"attrs":1255,"content":1256},{"textAlign":34},[1257,1263],{"text":1258,"type":22,"marks":1259},"Clients seeking ongoing advisor access: ",[1260,1262],{"type":129,"attrs":1261},{"color":773},{"type":38},{"text":1264,"type":22,"marks":1265},"Those who value direct relationships with fiduciary advisors and a long-term planning partnership will find Exencial’s model well aligned with their needs.",[1266],{"type":129,"attrs":1267},{"color":773},"Who is Exencial Wealth  best for?",{"id":1270,"alt":12,"name":12,"focus":12,"title":12,"source":12,"filename":1271,"copyright":12,"fieldtype":1272,"meta_data":1273,"is_external_url":543},122063487143790,"https://a.storyblok.com/f/185166/400x400/484062c984/exencial-wealth-advisors-review.png","asset",{},"Exencial Wealth Advisors Review","https://v2.unbiased.com/inquiry/financial-advisor/primary-areas","company-summary-box","Not sure if Exencial Wealth suits your needs? Let Unbiased find a financial advisor that does",{"_uid":1279,"data":1280,"component":823},"39516258-acf2-48e3-a4db-979b6425db4e",{"type":15,"content":1281},[1282,1291,1299,1307,1315,1323,1332,1414,1422,1466,1475,1483,1506],{"type":764,"attrs":1283,"content":1284},{"level":766,"textAlign":34},[1285],{"text":1286,"type":22,"marks":1287},"What are the pros and cons of Exencial Wealth Advisors?",[1288,1290],{"type":129,"attrs":1289},{"color":773},{"type":38},{"type":18,"attrs":1292,"content":1293},{"textAlign":34},[1294],{"text":1295,"type":22,"marks":1296},"Exencial Wealth Advisors combines personalized financial planning with integrated investment and tax strategies, offering clients a relationship-driven approach to long-term wealth management. ",[1297],{"type":129,"attrs":1298},{"color":773},{"type":18,"attrs":1300,"content":1301},{"textAlign":34},[1302],{"text":1303,"type":22,"marks":1304},"Its strengths lie in its holistic service model, fiduciary standard, and access to in-house financial, tax, and estate planning expertise. ",[1305],{"type":129,"attrs":1306},{"color":773},{"type":18,"attrs":1308,"content":1309},{"textAlign":34},[1310],{"text":1311,"type":22,"marks":1312},"However, the firm’s traditional advisory structure may be less suited to investors seeking low-cost, automated, or digital-only investing options.",[1313],{"type":129,"attrs":1314},{"color":773},{"type":18,"attrs":1316,"content":1317},{"textAlign":34},[1318],{"text":1319,"type":22,"marks":1320},"Here is a breakdown of the pros and cons associated with Exencial Wealth Advisors:",[1321],{"type":129,"attrs":1322},{"color":773},{"type":764,"attrs":1324,"content":1326},{"level":1325,"textAlign":34},3,[1327],{"text":1328,"type":22,"marks":1329},"Pros of Exencial Wealth Advisors",[1330],{"type":129,"attrs":1331},{"color":773},{"type":943,"content":1333},[1334,1350,1366,1382,1398],{"type":946,"content":1335},[1336],{"type":18,"attrs":1337,"content":1338},{"textAlign":34},[1339,1345],{"text":1340,"type":22,"marks":1341},"Tailored service for diverse client profiles: ",[1342,1344],{"type":129,"attrs":1343},{"color":773},{"type":38},{"text":1346,"type":22,"marks":1347},"Exencial serves a wide range of clients, including business owners, executives, pre-retirees, and high-net-worth individuals. Each of these clients receives personalized strategies aligned with their financial stage and complexity level.",[1348],{"type":129,"attrs":1349},{"color":773},{"type":946,"content":1351},[1352],{"type":18,"attrs":1353,"content":1354},{"textAlign":34},[1355,1361],{"text":1356,"type":22,"marks":1357},"Comprehensive, integrated planning: ",[1358,1360],{"type":129,"attrs":1359},{"color":773},{"type":38},{"text":1362,"type":22,"marks":1363},"Exencial offers a full suite of services, combining investment management, financial planning, tax strategy, and estate coordination under one advisory relationship.",[1364],{"type":129,"attrs":1365},{"color":773},{"type":946,"content":1367},[1368],{"type":18,"attrs":1369,"content":1370},{"textAlign":34},[1371,1377],{"text":1372,"type":22,"marks":1373},"Fiduciary, independent advisor: ",[1374,1376],{"type":129,"attrs":1375},{"color":773},{"type":38},{"text":1378,"type":22,"marks":1379},"As an SEC-registered investment advisor, Exencial operates under a fiduciary duty, meaning it must act in each client’s best interest.",[1380],{"type":129,"attrs":1381},{"color":773},{"type":946,"content":1383},[1384],{"type":18,"attrs":1385,"content":1386},{"textAlign":34},[1387,1393],{"text":1388,"type":22,"marks":1389},"Customized investment approach: ",[1390,1392],{"type":129,"attrs":1391},{"color":773},{"type":38},{"text":1394,"type":22,"marks":1395},"Portfolios are tailored to each client’s objectives, timeline, and risk profile. Portfolios are also diverse, with exposure to different asset classes, including equities, fixed income, and alternatives.",[1396],{"type":129,"attrs":1397},{"color":773},{"type":946,"content":1399},[1400],{"type":18,"attrs":1401,"content":1402},{"textAlign":34},[1403,1409],{"text":1404,"type":22,"marks":1405},"Experienced advisory team: ",[1406,1408],{"type":129,"attrs":1407},{"color":773},{"type":38},{"text":1410,"type":22,"marks":1411},"Clients gain access to a multidisciplinary team of advisors, analysts, and planners who provide personalized, long-term guidance.",[1412],{"type":129,"attrs":1413},{"color":773},{"type":764,"attrs":1415,"content":1416},{"level":1325,"textAlign":34},[1417],{"text":1418,"type":22,"marks":1419},"Cons of Exencial Wealth Advisors",[1420],{"type":129,"attrs":1421},{"color":773},{"type":943,"content":1423},[1424,1438,1452],{"type":946,"content":1425},[1426],{"type":18,"attrs":1427,"content":1428},{"textAlign":34},[1429,1434],{"text":1139,"type":22,"marks":1430},[1431,1433],{"type":129,"attrs":1432},{"color":773},{"type":38},{"text":1145,"type":22,"marks":1435},[1436],{"type":129,"attrs":1437},{"color":773},{"type":946,"content":1439},[1440],{"type":18,"attrs":1441,"content":1442},{"textAlign":34},[1443,1448],{"text":1155,"type":22,"marks":1444},[1445,1447],{"type":129,"attrs":1446},{"color":773},{"type":38},{"text":1161,"type":22,"marks":1449},[1450],{"type":129,"attrs":1451},{"color":773},{"type":946,"content":1453},[1454],{"type":18,"attrs":1455,"content":1456},{"textAlign":34},[1457,1462],{"text":1171,"type":22,"marks":1458},[1459,1461],{"type":129,"attrs":1460},{"color":773},{"type":38},{"text":1177,"type":22,"marks":1463},[1464],{"type":129,"attrs":1465},{"color":773},{"type":764,"attrs":1467,"content":1468},{"level":766,"textAlign":34},[1469],{"text":1470,"type":22,"marks":1471},"Exencial Wealth Advisors fees: how much does Exencial Wealth Advisors cost?",[1472,1474],{"type":129,"attrs":1473},{"color":773},{"type":38},{"type":18,"attrs":1476,"content":1477},{"textAlign":34},[1478],{"text":1479,"type":22,"marks":1480},"Exencial Wealth Advisors charges a fee for its wealth management services based on a percentage of the client’s AUM. ",[1481],{"type":129,"attrs":1482},{"color":773},{"type":18,"attrs":1484,"content":1485},{"textAlign":34},[1486,1491,1501],{"text":1487,"type":22,"marks":1488},"The annual fee is typically around ",[1489],{"type":129,"attrs":1490},{"color":773},{"text":1492,"type":22,"marks":1493},"1%",[1494,1497,1500],{"type":31,"attrs":1495},{"href":1496,"uuid":34,"anchor":34,"target":34,"linktype":36},"https://exencialwealth.com/hubfs/Exencial_Form-ADV-Part-2A_3-25-25-1.pdf",{"type":129,"attrs":1498},{"color":1499},"#0000FF",{"type":809},{"text":1502,"type":22,"marks":1503},", although it may be higher or lower depending on the portfolio size and the scope of services provided. Fees are generally billed quarterly in advance.",[1504],{"type":129,"attrs":1505},{"color":773},{"type":18,"attrs":1507,"content":1508},{"textAlign":34},[1509],{"text":1510,"type":22,"marks":1511},"Here is a more in-depth breakdown of the fees associated with the main type of services Exencial Wealth Advisors offer.",[1512],{"type":129,"attrs":1513},{"color":773},{"_uid":1515,"caption":12,"content":1516,"component":1534,"show_search":543,"paste_content":1535,"number_of_rows":1557,"show_pagination":543,"hide_heading_row":543,"search_placeholder":12,"first_col_to_headings":543},"3eb8d442-2515-4326-946f-85fa021f263e",{"tbody":1517,"thead":1527,"fieldtype":1533},[1518],{"_uid":1519,"body":1520,"component":1526},"4a1d8c9a-5ece-4a0f-a893-89a63d66430c",[1521,1524],{"_uid":1522,"value":12,"component":1523},"18c50f26-9912-49ea-8eb1-39b18e38f8b1","_table_col",{"_uid":1525,"value":12,"component":1523},"a6344bd1-4c3f-4fa6-8255-06216e7bbe88","_table_row",[1528,1531],{"_uid":1529,"value":12,"component":1530},"c74c6ee8-9a82-4ec6-8eeb-e08ccc0fb10a","_table_head",{"_uid":1532,"value":12,"component":1530},"30c18b45-ec1d-4754-83f4-ede544a7a241","table","article-table",{"type":15,"content":1536},[1537,1542,1547,1552],{"type":18,"attrs":1538,"content":1539},{"textAlign":34},[1540],{"text":1541,"type":22},"Fee type\tDescription\tDetails",{"type":18,"attrs":1543,"content":1544},{"textAlign":34},[1545],{"text":1546,"type":22},"Wealth Management Fees\tOngoing advisory fee based on AUM\t1% of AUM",{"type":18,"attrs":1548,"content":1549},{"textAlign":34},[1550],{"text":1551,"type":22},"Financial planning and consulting fees\tStandalone or project-based fees\t$250 per hour or a fixed fee of $2,500–$100,000",{"type":18,"attrs":1553,"content":1554},{"textAlign":34},[1555],{"text":1556,"type":22},"Third-party fees\tCosts charged by a third-party\tVary by third-party & not included in Exencial’s advisory fee.","10",{"_uid":1559,"data":1560,"component":823},"0d53d416-fd85-4a39-9f96-6a6d5ba71432",{"type":15,"content":1561},[1562,1571,1579,1587],{"type":764,"attrs":1563,"content":1564},{"level":766,"textAlign":34},[1565],{"text":1566,"type":22,"marks":1567},"What is Exencial Wealth Advisors’ minimum account size?",[1568,1570],{"type":129,"attrs":1569},{"color":773},{"type":38},{"type":18,"attrs":1572,"content":1573},{"textAlign":34},[1574],{"text":1575,"type":22,"marks":1576},"Exencial Wealth Advisors generally applies a minimum annual fee of $2,500 for Wealth Management services, which can make the program impractical for clients with less than $250,000 AUM.",[1577],{"type":129,"attrs":1578},{"color":773},{"type":18,"attrs":1580,"content":1581},{"textAlign":34},[1582],{"text":1583,"type":22,"marks":1584},"The firm may, at its discretion, accept smaller portfolios in specific circumstances. ",[1585],{"type":129,"attrs":1586},{"color":773},{"type":18,"attrs":1588,"content":1589},{"textAlign":34},[1590],{"text":1591,"type":22,"marks":1592},"Exencial minimum requirements by service type includes:",[1593],{"type":129,"attrs":1594},{"color":773},{"_uid":1596,"caption":12,"content":1597,"component":1534,"show_search":543,"paste_content":1611,"number_of_rows":1557,"show_pagination":543,"hide_heading_row":543,"search_placeholder":12,"first_col_to_headings":543},"450e03fa-b7fa-44d8-80b1-fd39d3b6bc3f",{"tbody":1598,"thead":1606,"fieldtype":1533},[1599],{"_uid":1600,"body":1601,"component":1526},"ed5b10a1-a869-4f0d-9d47-6ad1cd5f8bc7",[1602,1604],{"_uid":1603,"value":12,"component":1523},"7945a01d-021c-42f3-b2d9-28c82c36878b",{"_uid":1605,"value":12,"component":1523},"f717b259-1cda-4f8a-8581-89b78facdea8",[1607,1609],{"_uid":1608,"value":12,"component":1530},"31fb6ddf-6bc4-4c73-944b-a3540562fbff",{"_uid":1610,"value":12,"component":1530},"0eb11a2c-9fcd-4b3d-a4cc-9e8d257ab325",{"type":15,"content":1612},[1613,1618,1631],{"type":18,"attrs":1614,"content":1615},{"textAlign":34},[1616],{"text":1617,"type":22},"Service\tMinimum Requirement",{"type":18,"attrs":1619,"content":1620},{"textAlign":34},[1621,1623,1629],{"text":1622,"type":22},"Wealth Management services\t",{"text":1624,"type":22,"marks":1625},"$2,500",[1626],{"type":31,"attrs":1627},{"href":1628,"uuid":34,"anchor":34,"target":35,"linktype":36},"https://exencialwealth.com/start-here",{"text":1630,"type":22},"annual minimum fee",{"type":18,"attrs":1632,"content":1633},{"textAlign":34},[1634],{"text":1635,"type":22},"Wealth Advisor Solutions (WAS) referral platform\t$750,000 minimum investment",{"_uid":1637,"data":1638,"component":823},"3901ce74-f4b3-4252-b8b6-ae15dc676741",{"type":15,"content":1639},[1640,1648,1657,1665,1673,1745,1753,1803,1812,1820,1828,1837,1845,1853,1861,1870,1878,1886,1894,2015,2023],{"type":18,"attrs":1641,"content":1642},{"textAlign":34},[1643],{"text":1644,"type":22,"marks":1645},"With these thresholds, Exencial’s services are best suited for clients with substantial investable assets or more complex financial situations that require ongoing, personalized guidance. ",[1646],{"type":129,"attrs":1647},{"color":773},{"type":764,"attrs":1649,"content":1650},{"level":766,"textAlign":34},[1651],{"text":1652,"type":22,"marks":1653},"Who should choose Exencial Wealth Advisors?",[1654,1656],{"type":129,"attrs":1655},{"color":773},{"type":38},{"type":18,"attrs":1658,"content":1659},{"textAlign":34},[1660],{"text":1661,"type":22,"marks":1662},"Exencial Wealth Advisors is best suited for clients who want personalized, advisor-led financial planning and have more complex financial needs or higher levels of investable assets.",[1663],{"type":129,"attrs":1664},{"color":773},{"type":764,"attrs":1666,"content":1667},{"level":1325,"textAlign":34},[1668],{"text":1669,"type":22,"marks":1670},"Exencial Wealth Advisors works well for:",[1671],{"type":129,"attrs":1672},{"color":773},{"type":943,"content":1674},[1675,1689,1703,1717,1731],{"type":946,"content":1676},[1677],{"type":18,"attrs":1678,"content":1679},{"textAlign":34},[1680,1685],{"text":1194,"type":22,"marks":1681},[1682,1684],{"type":129,"attrs":1683},{"color":773},{"type":38},{"text":1200,"type":22,"marks":1686},[1687],{"type":129,"attrs":1688},{"color":773},{"type":946,"content":1690},[1691],{"type":18,"attrs":1692,"content":1693},{"textAlign":34},[1694,1699],{"text":1210,"type":22,"marks":1695},[1696,1698],{"type":129,"attrs":1697},{"color":773},{"type":38},{"text":1216,"type":22,"marks":1700},[1701],{"type":129,"attrs":1702},{"color":773},{"type":946,"content":1704},[1705],{"type":18,"attrs":1706,"content":1707},{"textAlign":34},[1708,1713],{"text":1226,"type":22,"marks":1709},[1710,1712],{"type":129,"attrs":1711},{"color":773},{"type":38},{"text":1232,"type":22,"marks":1714},[1715],{"type":129,"attrs":1716},{"color":773},{"type":946,"content":1718},[1719],{"type":18,"attrs":1720,"content":1721},{"textAlign":34},[1722,1727],{"text":1242,"type":22,"marks":1723},[1724,1726],{"type":129,"attrs":1725},{"color":773},{"type":38},{"text":1248,"type":22,"marks":1728},[1729],{"type":129,"attrs":1730},{"color":773},{"type":946,"content":1732},[1733],{"type":18,"attrs":1734,"content":1735},{"textAlign":34},[1736,1741],{"text":1258,"type":22,"marks":1737},[1738,1740],{"type":129,"attrs":1739},{"color":773},{"type":38},{"text":1264,"type":22,"marks":1742},[1743],{"type":129,"attrs":1744},{"color":773},{"type":764,"attrs":1746,"content":1747},{"level":1325,"textAlign":34},[1748],{"text":1749,"type":22,"marks":1750},"Exencial Wealth Advisors may not be suitable for:",[1751],{"type":129,"attrs":1752},{"color":773},{"type":943,"content":1754},[1755,1771,1787],{"type":946,"content":1756},[1757],{"type":18,"attrs":1758,"content":1759},{"textAlign":34},[1760,1766],{"text":1761,"type":22,"marks":1762},"Entry-level investors: ",[1763,1765],{"type":129,"attrs":1764},{"color":773},{"type":38},{"text":1767,"type":22,"marks":1768},"With a $2,500 annual minimum fee and suitability thresholds around $250,000 in assets, the service may be less practical for smaller accounts or those just beginning to invest.",[1769],{"type":129,"attrs":1770},{"color":773},{"type":946,"content":1772},[1773],{"type":18,"attrs":1774,"content":1775},{"textAlign":34},[1776,1782],{"text":1777,"type":22,"marks":1778},"Digital-first or self-directed investors: ",[1779,1781],{"type":129,"attrs":1780},{"color":773},{"type":38},{"text":1783,"type":22,"marks":1784},"Exencial does not offer a robo-advisor or mobile-first investing platform, focusing instead on traditional, advisor-led engagement.",[1785],{"type":129,"attrs":1786},{"color":773},{"type":946,"content":1788},[1789],{"type":18,"attrs":1790,"content":1791},{"textAlign":34},[1792,1798],{"text":1793,"type":22,"marks":1794},"Active traders: ",[1795,1797],{"type":129,"attrs":1796},{"color":773},{"type":38},{"text":1799,"type":22,"marks":1800},"Exencial’s discretionary portfolios are structured for long-term growth and are not intended for short-term or high-frequency trading.",[1801],{"type":129,"attrs":1802},{"color":773},{"type":764,"attrs":1804,"content":1805},{"level":766,"textAlign":34},[1806],{"text":1807,"type":22,"marks":1808},"Exencial Wealth Advisors: Is it secure?",[1809,1811],{"type":129,"attrs":1810},{"color":773},{"type":38},{"type":18,"attrs":1813,"content":1814},{"textAlign":34},[1815],{"text":1816,"type":22,"marks":1817},"Yes, Exencial Wealth Advisors is considered secure because it operates as an SEC-registered fiduciary with regulatory oversight and established client safeguards. Client assets are held by independent third-party custodians that provide account protection, trade execution, and regular reporting. Many of these custodians are SIPC members, which offer limited protection in the event of custodian failure. ",[1818],{"type":129,"attrs":1819},{"color":773},{"type":18,"attrs":1821,"content":1822},{"textAlign":34},[1823],{"text":1824,"type":22,"marks":1825},"The firm also maintains compliance and cybersecurity programs designed to protect client information and prevent unauthorized access. Although no advisory firm is completely risk-free, Exencial’s structure and safeguards are consistent with standard practices in the wealth management industry.",[1826],{"type":129,"attrs":1827},{"color":773},{"type":764,"attrs":1829,"content":1830},{"level":766,"textAlign":34},[1831],{"text":1832,"type":22,"marks":1833},"Exencial Wealth Advisors: Customer service",[1834,1836],{"type":129,"attrs":1835},{"color":773},{"type":38},{"type":18,"attrs":1838,"content":1839},{"textAlign":34},[1840],{"text":1841,"type":22,"marks":1842},"Exencial Wealth Advisors provides personalized customer service centered on one-on-one relationships with dedicated financial advisors. ",[1843],{"type":129,"attrs":1844},{"color":773},{"type":18,"attrs":1846,"content":1847},{"textAlign":34},[1848],{"text":1849,"type":22,"marks":1850},"Clients can expect direct support for questions related to financial planning, investments, and tax matters, with advisors offering guidance based on each client’s individual needs. Service is delivered through phone consultations, email, and scheduled meetings, although the level of responsiveness may vary depending on the complexity of the request and the client’s account type. ",[1851],{"type":129,"attrs":1852},{"color":773},{"type":18,"attrs":1854,"content":1855},{"textAlign":34},[1856],{"text":1857,"type":22,"marks":1858},"The firm does not offer 24/7 support, so clients who need immediate assistance outside regular business hours may find response times slower than those offered by digital platforms with continuous support.",[1859],{"type":129,"attrs":1860},{"color":773},{"type":764,"attrs":1862,"content":1863},{"level":766,"textAlign":34},[1864],{"text":1865,"type":22,"marks":1866},"Is Exencial Wealth Advisors worth it?",[1867,1869],{"type":129,"attrs":1868},{"color":773},{"type":38},{"type":18,"attrs":1871,"content":1872},{"textAlign":34},[1873],{"text":1874,"type":22,"marks":1875},"Whether Exencial Wealth Advisors is worth it depends on the type of investor. ",[1876],{"type":129,"attrs":1877},{"color":773},{"type":18,"attrs":1879,"content":1880},{"textAlign":34},[1881],{"text":1882,"type":22,"marks":1883},"For those with complex financial needs or high-net-worth portfolios, the firm’s ability to integrate investment management with tax and estate planning makes it a strong choice for clients seeking long-term, tailored financial strategies.",[1884],{"type":129,"attrs":1885},{"color":773},{"type":18,"attrs":1887,"content":1888},{"textAlign":34},[1889],{"text":1890,"type":22,"marks":1891},"However, the $250,000 minimum asset threshold and $2,500 annual fee may make Exencial less accessible for beginners or investors with smaller portfolios.",[1892],{"type":129,"attrs":1893},{"color":773},{"type":18,"attrs":1895,"content":1896},{"textAlign":34},[1897,1902,1916,1921,1935,1940,1954,1959,1973,1977,1991,1996,2010],{"text":1898,"type":22,"marks":1899},"Investors considering alternatives to Exencial Wealth Advisors may also want to compare similarly personalised advisory firms such as ",[1900],{"type":129,"attrs":1901},{"color":773},{"text":1903,"type":22,"marks":1904},"Moneta Group Financial Advisors,",[1905,1914],{"type":31,"attrs":1906},{"href":1907,"uuid":1908,"anchor":34,"target":35,"linktype":74,"story":1909},"/discover/financial-advice/moneta-group-financial-advisors","5bf89192-06dc-42b7-afcd-9a175fc305ec",{"name":1910,"id":1911,"uuid":1908,"slug":1912,"url":1913,"full_slug":1913,"_stopResolving":558},"Moneta Group financial advisors",541724929,"moneta-group-financial-advisors","discover/financial-advice/moneta-group-financial-advisors",{"type":129,"attrs":1915},{"color":773},{"text":1917,"type":22,"marks":1918}," ",[1919],{"type":129,"attrs":1920},{"color":773},{"text":1922,"type":22,"marks":1923},"Plante Moran Financial Advisors",[1924,1933],{"type":31,"attrs":1925},{"href":1926,"uuid":1927,"anchor":34,"target":35,"linktype":74,"story":1928},"/discover/financial-advice/plante-moran-financial-advisors-review","87119207-5c56-41fd-8eac-0d53dd0ed871",{"name":1929,"id":1930,"uuid":1927,"slug":1931,"url":1932,"full_slug":1932,"_stopResolving":558},"Plante Moran Financial Advisors review",114894738308348,"plante-moran-financial-advisors-review","discover/financial-advice/plante-moran-financial-advisors-review",{"type":129,"attrs":1934},{"color":773},{"text":1936,"type":22,"marks":1937}," or",[1938],{"type":129,"attrs":1939},{"color":773},{"text":1941,"type":22,"marks":1942}," Chicago Partners Wealth Advisors,",[1943,1952],{"type":31,"attrs":1944},{"href":1945,"uuid":1946,"anchor":34,"target":35,"linktype":74,"story":1947},"/discover/financial-advice/chicago-partners-wealth-advisors-reviews","dac19dc8-e84a-4da1-ba45-05e023612938",{"name":1948,"id":1949,"uuid":1946,"slug":1950,"url":1951,"full_slug":1951,"_stopResolving":558},"Chicago Partners Wealth Advisors Reviews",123115955639556,"chicago-partners-wealth-advisors-reviews","discover/financial-advice/chicago-partners-wealth-advisors-reviews",{"type":129,"attrs":1953},{"color":773},{"text":1955,"type":22,"marks":1956}," which offer tailored planning and investment management. Those looking for more accessible or hybrid guidance could explore options like ",[1957],{"type":129,"attrs":1958},{"color":773},{"text":1960,"type":22,"marks":1961},"Vanguard Personal Advisor Services,",[1962,1971],{"type":31,"attrs":1963},{"href":1964,"uuid":1965,"anchor":34,"target":35,"linktype":74,"story":1966},"/discover/financial-advice/vanguard-digital-advisor-review","6d4c328a-a330-4e1f-abdd-311f9350faf4",{"name":1967,"id":1968,"uuid":1965,"slug":1969,"url":1970,"full_slug":1970,"_stopResolving":558},"Vanguard Digital Advisor review",682864297,"vanguard-digital-advisor-review","discover/financial-advice/vanguard-digital-advisor-review",{"type":129,"attrs":1972},{"color":773},{"text":1917,"type":22,"marks":1974},[1975],{"type":129,"attrs":1976},{"color":773},{"text":1978,"type":22,"marks":1979},"SoFi Automated Investing",[1980,1989],{"type":31,"attrs":1981},{"href":1982,"uuid":1983,"anchor":34,"target":35,"linktype":74,"story":1984},"/discover/financial-advice/sofi-robo-investing-review","316cbe44-068f-4d9f-b7c1-6658268da1c8",{"name":1985,"id":1986,"uuid":1983,"slug":1987,"url":1988,"full_slug":1988,"_stopResolving":558},"SoFi Robo Investing Review",89754930832688,"sofi-robo-investing-review","discover/financial-advice/sofi-robo-investing-review",{"type":129,"attrs":1990},{"color":773},{"text":1992,"type":22,"marks":1993}," or ",[1994],{"type":129,"attrs":1995},{"color":773},{"text":1997,"type":22,"marks":1998},"Merrill Guided Investing",[1999,2008],{"type":31,"attrs":2000},{"href":2001,"uuid":2002,"anchor":34,"target":35,"linktype":74,"story":2003},"/discover/financial-advice/merrill-guided-investing-review","dd9171c9-da4f-4018-ad97-cf8f80d711d0",{"name":2004,"id":2005,"uuid":2002,"slug":2006,"url":2007,"full_slug":2007,"_stopResolving":558},"Merrill Guided Investing review ",90084407463027,"merrill-guided-investing-review","discover/financial-advice/merrill-guided-investing-review",{"type":129,"attrs":2009},{"color":773},{"text":2011,"type":22,"marks":2012}," for a mix of automated investing with planning support.",[2013],{"type":129,"attrs":2014},{"color":773},{"type":764,"attrs":2016,"content":2017},{"level":1325,"textAlign":34},[2018],{"text":2019,"type":22,"marks":2020},"Get expert financial advice",[2021],{"type":129,"attrs":2022},{"color":773},{"type":18,"attrs":2024,"content":2025},{"textAlign":34},[2026,2031,2039],{"text":2027,"type":22,"marks":2028},"If you need expert financial advice, Unbiased can ",[2029],{"type":129,"attrs":2030},{"color":773},{"text":2032,"type":22,"marks":2033},"match you with a financial advisor",[2034,2036,2038],{"type":31,"attrs":2035},{"href":1275,"uuid":34,"anchor":34,"target":34,"linktype":36},{"type":129,"attrs":2037},{"color":1499},{"type":809},{"text":2040,"type":22,"marks":2041}," who will help you manage your money and maximize your investments.",[2042],{"type":129,"attrs":2043},{"color":773},{"_uid":2045,"component":2046,"accordions":2047},"db5117e1-0b70-4415-a9f7-463e0fe20f64","app-accordion-group",[2048,2122,2137],{"_uid":2049,"text":2050,"title":2120,"component":2121},"b3873174-f370-46a9-a556-23c9d17737f2",{"type":15,"content":2051},[2052],{"type":943,"content":2053},[2054,2065,2076,2087,2098,2109],{"type":946,"content":2055},[2056],{"type":18,"attrs":2057,"content":2058},{"textAlign":34},[2059,2063],{"text":2060,"type":22,"marks":2061},"Integrated wealth management",[2062],{"type":38},{"text":2064,"type":22}," – combines investment management, financial planning, tax planning, and estate planning into one coordinated strategy.",{"type":946,"content":2066},[2067],{"type":18,"attrs":2068,"content":2069},{"textAlign":34},[2070,2074],{"text":2071,"type":22,"marks":2072},"Personalised investment strategies",[2073],{"type":38},{"text":2075,"type":22}," – portfolios are tailored to each client’s goals, time horizon, and risk tolerance.",{"type":946,"content":2077},[2078],{"type":18,"attrs":2079,"content":2080},{"textAlign":34},[2081,2085],{"text":2082,"type":22,"marks":2083},"Fiduciary advisory model",[2084],{"type":38},{"text":2086,"type":22}," – as an SEC-registered investment advisor, the firm must act in the client’s best interests.",{"type":946,"content":2088},[2089],{"type":18,"attrs":2090,"content":2091},{"textAlign":34},[2092,2096],{"text":2093,"type":22,"marks":2094},"Advisor-led service",[2095],{"type":38},{"text":2097,"type":22}," – clients work with experienced financial advisors, analysts, and planners for ongoing guidance.",{"type":946,"content":2099},[2100],{"type":18,"attrs":2101,"content":2102},{"textAlign":34},[2103,2107],{"text":2104,"type":22,"marks":2105},"E3 planning process",[2106],{"type":38},{"text":2108,"type":22}," – a structured approach: Evaluate, Execute, and Evolve financial strategies over time.",{"type":946,"content":2110},[2111],{"type":18,"attrs":2112,"content":2113},{"textAlign":34},[2114,2118],{"text":2115,"type":22,"marks":2116},"Focus on long-term wealth management",[2117],{"type":38},{"text":2119,"type":22}," – services are designed for long-term financial growth and complex financial needs","What are the key features of Exencial Wealth Advisors","app-accordion",{"_uid":2123,"text":2124,"title":2136,"component":2121},"bb9650fb-0336-4f50-94f3-9f095e3daf7c",{"type":15,"content":2125},[2126],{"type":18,"attrs":2127,"content":2128},{"textAlign":34},[2129,2131],{"text":2130,"type":22},"Y",{"text":2132,"type":22,"marks":2133},"es, Exencial Wealth Advisors is a legitimate, SEC-registered investment advisor (RIA) operating as a fiduciary, meaning they are legally obligated to act in clients' best interests.",[2134],{"type":129,"attrs":2135},{"color":898},"Is Exencial Wealth Advisors legit?",{"_uid":2138,"text":2139,"title":2149,"component":2121},"e4af5e39-5810-4039-afbb-7a32fe78c1b6",{"type":15,"content":2140},[2141],{"type":18,"attrs":2142,"content":2143},{"textAlign":34},[2144],{"text":2145,"type":22,"marks":2146},"Yes, Exencial Wealth Advisors is considered secure because it operates as an SEC-registered fiduciary with regulatory oversight and established client safeguards.",[2147],{"type":129,"attrs":2148},{"color":773},"Is Exencial Wealth Advisors a fiduciary?",[2151],{"_uid":2152,"image":2153,"title":2155,"subtitle":12,"component":2173,"breadcrumbs":558},"7258534c-6542-4ae2-bfde-cd263bf80204",{"id":1270,"alt":12,"name":12,"focus":12,"title":12,"source":12,"filename":1271,"copyright":12,"fieldtype":1272,"meta_data":2154,"is_external_url":543},{},{"type":15,"content":2156},[2157],{"type":18,"attrs":2158,"content":2159},{"textAlign":34},[2160,2168],{"text":2161,"type":22,"marks":2162},"Exencial Wealth Advisors",[2163,2165],{"type":129,"attrs":2164},{"color":773},{"type":25,"attrs":2166},{"class":2167},"primary-gradient",{"text":2169,"type":22,"marks":2170}," Review",[2171],{"type":129,"attrs":2172},{"color":773},"app-hero",{"name":2175,"created_at":2176,"published_at":2177,"updated_at":2178,"id":2179,"uuid":2180,"content":2181,"slug":2190,"full_slug":2191,"sort_by_date":34,"position":2192,"tag_list":2193,"is_startpage":543,"parent_id":2194,"meta_data":34,"group_id":2195,"first_published_at":2196,"release_id":34,"lang":730,"path":34,"alternates":2197,"default_full_slug":34,"translated_slugs":34,"_stopResolving":558},"Unbiased team","2024-01-18T11:49:29.332Z","2024-01-24T16:17:31.264Z","2024-01-24T16:17:31.285Z",429182198,"a38620a4-ad81-47d5-b2fe-9fe933abd010",{"job":2182,"_uid":2183,"name":2175,"image":2184,"component":2188,"description":2189},"Writers","a6e3129c-eeee-4438-8204-797883981521",{"id":2185,"alt":12,"name":12,"focus":12,"title":12,"source":12,"filename":2186,"copyright":12,"fieldtype":1272,"meta_data":2187,"is_private":12,"is_external_url":543},13850198,"https://a.storyblok.com/f/185166/400x400/232c6cb764/unbiased-team.jpg",{},"article-author","Our team of writers, who have decades of experience writing about personal finance, including investing and retirement, are here to help you find out what you must know about life’s biggest financial decisions.","unbiased-team","authors/unbiased-team",-10,[],224651374,"170282a1-0fe6-4cf3-ab19-04639ed3474c","2023-04-03T07:50:42.397Z",[],[2199],{"_uid":2200,"body":2201,"title":2222,"component":2223},"628318e0-01e9-4c44-8673-bc4675b4f2b9",[2202,2206,2210,2214,2218],{"_uid":2203,"href":2204,"text":2205,"component":542,"openInNewWindow":558},"ad77d549-b622-44fd-910f-337207e3f436","https://www.unbiased.com/discover/financial-advice/best-financial-advisor","Best financial advisor",{"_uid":2207,"href":2208,"text":2209,"component":542,"openInNewWindow":558},"d9eaee64-bfd7-4ce8-9472-b267b6f423ea","https://www.unbiased.com/discover/financial-advice/fidelity-wealth-management-review","Fidelity Wealth Management review",{"_uid":2211,"href":2212,"text":2213,"component":542,"openInNewWindow":558},"31e305ae-783d-402e-b238-7b48c9cbf57c","https://www.unbiased.com/discover/financial-advice/modera-wealth-management-review","Modera Wealth Management Review",{"_uid":2215,"href":2216,"text":2217,"component":542,"openInNewWindow":558},"6b8bbddb-b61f-48d3-ad8c-8afe920fa45c","https://www.unbiased.com/discover/financial-advice/range-wealth-management-review","Range wealth management review",{"_uid":2219,"href":2220,"text":2221,"component":542,"openInNewWindow":558},"7e93787a-c10c-4fa1-8804-e693b479cdf2","https://www.unbiased.com/discover/financial-advice/annex-wealth-management-review","Annex wealth management reviews","Related articles ","app-links-list",{"_uid":2225,"title":2226,"plugin":2227,"og_image":12,"og_title":12,"description":2228,"twitter_image":12,"twitter_title":12,"og_description":12,"twitter_description":12},"ba1a59b3-1955-4b73-a5da-a4b39963c72b","Exencial Wealth Advisors review","seo_metatags","This Exencial Wealth Advisors review outlines the firm’s wealth management, financial planning, and tax-integrated advisory services, along with its fees, minimums, pros and cons, security practices, and who the firm is best suited for. Learn how Exencial’s advisor-driven model works and whether it aligns with your long-term financial goals.",{"name":2230,"created_at":2231,"published_at":2232,"updated_at":2233,"id":2234,"uuid":2235,"content":2236,"slug":2244,"full_slug":2245,"sort_by_date":34,"position":2192,"tag_list":2246,"is_startpage":543,"parent_id":2194,"meta_data":34,"group_id":2247,"first_published_at":2196,"release_id":34,"lang":730,"path":34,"alternates":2248,"default_full_slug":34,"translated_slugs":34,"_stopResolving":558},"Rachel Carey","2023-03-28T10:05:08.718Z","2025-01-28T12:05:49.815Z","2025-01-28T12:05:49.832Z",283076789,"b4ce951f-89c7-4ef6-97a8-709dc6d856e1",{"job":2237,"_uid":2183,"name":2230,"image":2238,"component":2188,"education":2241,"expertise":2242,"description":2243},"Senior Content Writer",{"id":2239,"alt":12,"name":12,"focus":12,"title":12,"filename":2240,"copyright":12,"fieldtype":1272,"is_external_url":543},7792663,"https://a.storyblok.com/f/185166/1199x1257/2401746255/rachel-carey.jpg","Griffith College Dublin, MA (Hons) in Journalism & Media Communications","Rachel brings over a decade of experience in media, including SEO content writing, marketing, public relations, and broadcast and print journalism.","Rachel is a Senior Content Writer at Unbiased, producing content across a range of different sectors, including personal finance, retirement, and investing. She specializes in simplifying intricate financial terms into clear, engaging content tailored for both B2C and B2B audiences.","rachel-carey","authors/rachel-carey",[],"024abff2-15a6-4099-8ba2-25c01abe42e8",[],"app-article",[],[],"This review explains what Exencial Wealth Advisors offers, how its advisor-led model works, and the key pros, cons, fees, and considerations for prospective clients.",[],"title-exencial-wealth-advisors-review","discover/financial-advice/title-exencial-wealth-advisors-review",-5000,[],365590167,"b61699d4-b855-4cff-96cc-f68b644c506f","2025-12-12T09:30:28.142Z",[],{"left":727,"top":727,"width":2263,"height":2263,"rotate":727,"vFlip":543,"hFlip":543,"body":2264},24,"\u003Cpath fill=\"currentColor\" d=\"M3.71 16.29a1 1 0 0 0-.33-.21a1 1 0 0 0-.76 0a1 1 0 0 0-.33.21a1 1 0 0 0-.21.33a1 1 0 0 0 .21 1.09a1.2 1.2 0 0 0 .33.21a.94.94 0 0 0 .76 0a1.2 1.2 0 0 0 .33-.21a1 1 0 0 0 .21-1.09a1 1 0 0 0-.21-.33M7 8h14a1 1 0 0 0 0-2H7a1 1 0 0 0 0 2m-3.29 3.29a1 1 0 0 0-1.09-.21a1.2 1.2 0 0 0-.33.21a1 1 0 0 0-.21.33a.94.94 0 0 0 0 .76a1.2 1.2 0 0 0 .21.33a1.2 1.2 0 0 0 .33.21a.94.94 0 0 0 .76 0a1.2 1.2 0 0 0 .33-.21a1.2 1.2 0 0 0 .21-.33a.94.94 0 0 0 0-.76a1 1 0 0 0-.21-.33M21 11H7a1 1 0 0 0 0 2h14a1 1 0 0 0 0-2M3.71 6.29a1 1 0 0 0-.33-.21a1 1 0 0 0-1.09.21a1.2 1.2 0 0 0-.21.33a.94.94 0 0 0 0 .76a1.2 1.2 0 0 0 .21.33a1.2 1.2 0 0 0 .33.21a1 1 0 0 0 1.09-.21a1.2 1.2 0 0 0 .21-.33a.94.94 0 0 0 0-.76a1.2 1.2 0 0 0-.21-.33M21 16H7a1 1 0 0 0 0 2h14a1 1 0 0 0 0-2\"/>",{"left":727,"top":727,"width":733,"height":733,"rotate":727,"vFlip":543,"hFlip":543,"body":2266},"\u003Cpath fill=\"currentColor\" d=\"m184.49 136.49l-80 80a12 12 0 0 1-17-17L159 128L87.51 56.49a12 12 0 1 1 17-17l80 80a12 12 0 0 1-.02 17\"/>",[2268,2271,2272],{"title":2269,"exact":558,"href":2270},"Home","https://www.unbiased.com",{"title":58,"exact":558,"to":72,"disabled":543},{"title":750,"exact":558,"to":2273,"disabled":558},"/discover/financial-advice/title-exencial-wealth-advisors-review",{"left":727,"top":727,"width":733,"height":733,"rotate":727,"vFlip":543,"hFlip":543,"body":2275},"\u003Cpath fill=\"currentColor\" d=\"m181.66 133.66l-80 80a8 8 0 0 1-11.32-11.32L164.69 128L90.34 53.66a8 8 0 0 1 11.32-11.32l80 80a8 8 0 0 1 0 11.32\"/>",1777453461850]