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DP
CFP
DP
CFP
David Clayton Poudrier
Exencial Wealth Advisors
14 Years of Experience
1 Disclosure
View SEC Summary
View SEC Summary
Areas of Practice
Investment Management
Retirement Planning
Tax Planning
Estate Planning
Financial Planning & Coaching
Insurance Planning
Business Owners
High 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
Investment Management
Planning
Minimum Annual Fee:
$2,500
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Location
9108 N. Kelley Avenue, Oklahoma City, OK, 73131
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History
Regulatory History (1)
What are disclosures?
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Regulatory
June 2023
Final
View Full SEC Report
How to Read Disclosures
Employment History
Current Registrations
Exencial Wealth Advisors
June 2020 - Present · 5 yrs 8 mos
Previous Registrations
Willingdon Wealth Management LLC
April 2019 - July 2020 · 1 yr 3 mos
Charles Schwab & CO., INC.
Broker
October 2016 - May 2019 · 2 yrs 7 mos
Charles Schwab & CO., INC.
October 2016 - May 2019 · 2 yrs 7 mos
Strategic Advisers, INC.
November 2012 - October 2016 · 3 yrs 11 mos
Fidelity Brokerage Services LLC
Broker
November 2012 - October 2016 · 3 yrs 11 mos
Wells Fargo Advisors, LLC
May 2012 - September 2012 · 4 mos
Wells Fargo Advisors, LLC
Broker
May 2012 - September 2012 · 4 mos
Strategic Advisers, INC.
September 2011 - May 2012 · 8 mos
Fidelity Brokerage Services LLC
Broker
December 2010 - May 2012 · 1 yr 5 mos
State Registrations
6 states
CA
FL
MI
NC
OK
TX
Advisor
Exams
No exam information available for this advisor.