Caleb Dillard is a CFA-designated registered investment advisor at Exencial Wealth Advisors, based in Oklahoma City, OK, with 10 years of industry experience. Caleb 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
9108 N. Kelley Avenue, Oklahoma City, OK, 73131
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Caleb is an equity partner/owner at Exencial Wealth Advisors, dedicating nearly all of his time to the firm. He is also a minority owner and voting member of Parkstone Investments, LLC, spending about 10% of his time providing non-securities-related services.
Employment History
Current Registrations
Exencial Wealth Advisors
Previous Registrations
Womack Investment Advisers, INC
State Registrations3 states
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