Craig Wezenski is a registered investment advisor at Exencial Wealth Advisors, based in Orange, CT, with 22 years of industry experience. Craig operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 3,215 clients with $5.3B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Exencial Wealth Advisors charges a percentage of the value of your portfolio each year. This fee can vary based on the size of your portfolio and the services provided, but is generally around 1%. Ultra-high net worth clients may be offered a flat annual fee plus an asset-based fee. Fees are charged quarterly, in advance. Clients may also incur fees charged by custodians, brokers, and other third parties.
Location
Orange, CT
Get directionsHistory
Regulatory History
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.
Learn about disclosures →Other Business Activities
Craig is an equity partner (less than 5%) at Exencial Wealth Advisors, LLC since 2020. He dedicates his full workweek to the firm and is not engaged in any other investment-related businesses.
Employment History
Current Registrations
Exencial Wealth Advisors
Previous Registrations
Willingdon Wealth Management LLC
Fisher Investments
Strategic Advisers, INC.
H&r Block Financial Advisors, INC.
Rsm Mcgladrey, INC.
State Registrations3 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.