Bryan Adam Rentschler

8 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

100 N. Westlake Blvd, Suite 203, Westlake Village, CA, 91362

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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.

Employment History

Current Registrations

Exencial Wealth Advisors

June 2022 - Present · 3 yrs 8 mos

Previous Registrations

Prudential Financial Planning Services

July 2019 - June 2022 · 2 yrs 11 mos

Pruco Securities, LLC.Broker

July 2019 - June 2022 · 2 yrs 11 mos

Edward Jones

April 2018 - May 2019 · 1 yr 1 mo

Edward JonesBroker

March 2018 - May 2019 · 1 yr 2 mos

PFS Investments INC.Broker

May 2007 - October 2008 · 1 yr 5 mos

State Registrations6 states

CAFLNCOKPATX

Advisor

Exams

No exam information available for this advisor.