TrueAdvisor
TrueAdvisor
AS
AS

Anthony August Saltarski

Exencial Wealth Advisors
14 Years of Experience
View SEC Summary
View SEC Summary
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningFinancial Planning & CoachingInsurance PlanningBusiness OwnersHigh Net Worth
Exencial Wealth Advisors
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
43 advisors
Number of Clients
3,215 clients
Average Client Portfolio
$1.6M average
Assets Under Management
$5.3B

Fee Structure

Minimum Investment:$250K
Minimum Annual Fee:$2,500

Location

9108 N. Kelley Avenue, Oklahoma City, OK, 73131

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Exencial Wealth Advisors
November 2021 - Present · 4 yrs 3 mos
Previous Registrations
Avantax Advisory Services
January 2019 - November 2021 · 2 yrs 10 mos
Avantax Investment Services, INC.Broker
May 2015 - November 2021 · 6 yrs 6 mos
Fidelity Investments Institutional Services Company, INC.Broker
October 2011 - October 2014 · 3 yrs
Fidelity Brokerage Services LLCBroker
August 2010 - September 2011 · 1 yr 1 mo
State Registrations10 states
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Advisor
Exams
No exam information available for this advisor.