Craig Matthew Wezenski

22 Years of Experience

Areas of Practice

Investment ManagementRetirement PlanningTax PlanningEstate PlanningFinancial Planning & CoachingInsurance PlanningBusiness OwnersHigh Net Worth

Exencial Wealth Advisors

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

43 advisors

Number of Clients

3,215 clients

Average Client Portfolio

$1.6M average

Assets Under Management

$5.3B

Fee Structure

Minimum Investment:$250K

Minimum Annual Fee:$2,500

Location

Orange, CT

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History

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.

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.