TrueAdvisor
TrueAdvisor
GC
CFP
GC
CFP

George Alex Carlson

Exencial Wealth Advisors
3 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

8080 N Central Expy, Suite 1085, Dallas, TX, 75206

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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
December 2024 - Present · 1 yr 2 mos
Previous Registrations
Beacon Pointe Advisors, LLC
December 2023 - November 2024 · 11 mos
Morgan Stanley
September 2023 - November 2023 · 2 mos
Morgan StanleyBroker
January 2023 - November 2023 · 10 mos
E*trade Capital Management, LLC
May 2022 - September 2023 · 1 yr 4 mos
E*trade Securities LLCBroker
February 2022 - September 2023 · 1 yr 7 mos
TD Ameritrade, INC.Broker
October 2021 - January 2022 · 3 mos
State Registrations4 states
CAFLOKTX
Advisor
Exams
No exam information available for this advisor.