DB
CFP

David William Bregger

41 Years of Experience

Firm Information

Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
43 advisors
Number of Clients
3,215 clients
Average Client Portfolio
$1.6M average
Assets Under Management
$5.3B

Fee Structure

Minimum Investment:$250K
Financial Planning:Included in AUM fee
Financial Plan Fee:$2,500 - $100,000
Hourly Rate:$250/hr

Wealth Management fees are based on a percentage of assets under management, generally around 1% annually, but can vary based on portfolio size and services. Financial planning consulting fees are either hourly ($250/hour) or fixed ($2,500 to $100,000). Executive service fees are negotiated annually with the sponsoring corporation. The firm may charge lower fees based on anticipated additional assets, related accounts, pre-existing client relationships, or pro bono activities. Some clients may have grandfathered fee schedules. Ultra-high net worth clients may be offered a flat annual fee plus an asset-based fee.

Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningFinancial Planning & CoachingInsurance PlanningBusiness OwnersHigh Net Worth
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Advisor Information

Office location

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

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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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Other Business Activities

David serves as a member of the Investment Committee for the Diocese of Austin, Texas, providing guidance on investment manager selection. This is an unpaid volunteer position and takes minimal time.

Employment History
Current Registrations
Exencial Wealth Advisors
November 2023 - Present · 2 yrs 2 mos
Previous Registrations
Ameritas Advisory Services, LLC
November 2021 - November 2023 · 2 yrs
Ameritas Advisory Services
September 2021 - November 2021 · 2 mos
Cambridge Investment Research Advisors, INC.
March 2005 - October 2021 · 16 yrs 7 mos
Cambridge Investment Research, INC.Broker
May 2002 - September 2016 · 14 yrs 4 mos
Cambridge Investment Reserarch, INC.
May 2002 - March 2005 · 2 yrs 10 mos
Lincoln Financial Advisors CorporationBroker
March 1995 - May 2002 · 7 yrs 2 mos
The Lincoln National Life Insurance CompanyBroker
March 1995 - May 2002 · 7 yrs 2 mos
Copeland Equities, INC.Broker
September 1984 - February 1995 · 10 yrs 5 mos
State Registrations5 states
ARFLOKPATX
Advisor
Exams
No exam information available for this advisor.
David William Bregger - Financial Advisor | AdvisorDiscover