Austin H Winsett

7 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

9108 N. Kelley Avenue, Oklahoma City, OK, 73131

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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

Austin is an advisor for Drillworx Directional Drilling, LLC, a family-owned construction company. He devotes minimal time to this activity during securities trading hours.

Employment History

Current Registrations

Exencial Wealth Advisors

July 2018 - Present · 7 yrs 7 mos

State Registrations7 states

CACOFLNCOHOKTX

Advisor

Exams

No exam information available for this advisor.