DP
CFP

David Clayton Poudrier

14 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 (1)
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Regulatory
June 2023
Final
Employment History
Current Registrations
Exencial Wealth Advisors
June 2020 - Present · 5 yrs 7 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 LLCBroker
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 LLCBroker
December 2010 - May 2012 · 1 yr 5 mos
State Registrations6 states
CAFLMINCOKTX
Advisor
Exams
No exam information available for this advisor.