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DP
CFP
DP
CFP
David Clayton Poudrier
Exencial Wealth Advisors
14 Years of Experience
1 Disclosure
View SEC Summary
View SEC Summary
Areas of Practice
Investment Management
Retirement Planning
Tax Planning
Estate Planning
Financial Planning & Coaching
Insurance Planning
Business Owners
High 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
Investment Management
Planning
Minimum Annual Fee:
$2,500
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Location
9108 N. Kelley Avenue, Oklahoma City, OK, 73131
Get directions
History
Regulatory History (1)
What are disclosures?
Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations.
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Regulatory
June 2023
Final
View Full SEC Report
How to Read Disclosures
Employment History
Current Registrations
Exencial Wealth Advisors
June 2020 - Present · 5 yrs 8 mos
Previous Registrations
Willingdon Wealth Management LLC
April 2019 - July 2020 · 1 yr 3 mos
Charles Schwab & CO., INC.
Broker
October 2016 - May 2019 · 2 yrs 7 mos
Charles Schwab & CO., INC.
October 2016 - May 2019 · 2 yrs 7 mos
Strategic Advisers, INC.
November 2012 - October 2016 · 3 yrs 11 mos
Fidelity Brokerage Services LLC
Broker
November 2012 - October 2016 · 3 yrs 11 mos
Wells Fargo Advisors, LLC
May 2012 - September 2012 · 4 mos
Wells Fargo Advisors, LLC
Broker
May 2012 - September 2012 · 4 mos
Strategic Advisers, INC.
September 2011 - May 2012 · 8 mos
Fidelity Brokerage Services LLC
Broker
December 2010 - May 2012 · 1 yr 5 mos
State Registrations
6 states
CA
FL
MI
NC
OK
TX
Advisor
Exams
No exam information available for this advisor.
David Clayton Poudrier - Financial Advisor | TrueAdvisor