GC
CFP

George Alex Carlson

3 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

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

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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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Employment History
Current Registrations
Exencial Wealth Advisors
December 2024 - Present · 1 yr 1 mo
Previous Registrations
Beacon Pointe Advisors, LLC
December 2023 - November 2024 · 11 mos
Morgan Stanley
September 2023 - November 2023 · 2 mos
Morgan Stanley Broker
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.
George Alex Carlson - Financial Advisor | AdvisorDiscover