CD
CFA

Caleb John Dillard

10 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

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
October 2015 - Present · 10 yrs 3 mos
Previous Registrations
Womack Investment Advisers, INC
April 2015 - February 2017 · 1 yr 10 mos
State Registrations3 states
CTOKTX
Advisor
Exams
No exam information available for this advisor.