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Austin H Winsett

Exencial Wealth Advisors

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About Austin H Winsett

Austin Winsett is an Investment Advisor Representative at Exencial Wealth Advisors. Austin is registered with the state of Oklahoma and has been in the industry since 2018. Austin has earned the Series 65 license and specializes in providing financial planning services to individuals, families, and businesses. Austin is committed to helping clients achieve their financial goals. Austin has a strong background in the financial services industry, having previously worked at KPMG. Austin is also involved in the community, serving as an advisor for Drillworx Directional Drilling. Austin is a highly qualified and experienced advisor who is committed to providing his clients with the highest level of service.

Firm Information

Austin Winsett is currently registered with Exencial Wealth Advisors. Exencial Wealth Advisors is an Oklahoma City-based wealth management firm with over $5 billion in assets under management. They provide a variety of services, including financial planning, portfolio management, and pension consulting. They serve a range of clients, including individuals, businesses, and institutions. Exencial Wealth Advisors is a registered investment advisor and is committed to providing their clients with personalized and comprehensive wealth management solutions.
Exencial Wealth Advisors

9108 N. KELLEY AVENUE

OKLAHOMA CITY, OK 73131

$5.02B

Assets Under Management

45

Total Clients

37

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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general consulting

General consulting

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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other

Revenue sharing arrangement

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Austin Winsett’s Registration & Firm History

OK

07/17/2018 - Present

Exencial Wealth Advisors (OKLAHOMA CITY OK)

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Licenses & Designations

IA

Issued 07/17/2018

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Austin H Winsett.
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