Jean Wilczynski is a CFP-designated registered investment advisor at Exencial Wealth Advisors, based in Old Lyme, CT, with 11 years of industry experience. Jean operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 3,215 clients with $5.3B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Exencial Wealth Advisors charges a percentage of the value of your portfolio each year. This fee can vary based on the size of your portfolio and the services provided, but is generally around 1%. Ultra-high net worth clients may be offered a flat annual fee plus an asset-based fee. Fees are charged quarterly, in advance. Clients may also incur fees charged by custodians, brokers, and other third parties.
Location
83 Halls Road, Suite 205, P.O. Box 623, Old Lyme, CT, 06371
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Jean serves as Chair of the Finance Council and member of the Investment Committee for Christ the King Catholic Church. She provides financial and investment guidance, dedicating a few hours per week, mostly outside of normal business hours.
Employment History
Current Registrations
Exencial Wealth Advisors
State Registrations6 states
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