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Peter James Hunt

Exencial Wealth Advisors

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About Peter James Hunt

Peter James Hunt is a Certified Financial Planner and investment advisor representative with Exencial Wealth Advisors. Peter has been in the financial services industry since February 2009. He is registered with the state of Oklahoma as an Investment Advisor Representative. Peter has a Series 65 - Uniform Investment Adviser Law Examination. He is a registered investment advisor with the following states: California, Connecticut, Florida, North Carolina, Ohio, Oklahoma, Pennsylvania, South Carolina and Texas. Exencial Wealth Advisors is a Registered Investment Advisor (RIA) and maintains offices in both Oklahoma City, Oklahoma and Huntersville, North Carolina. Exencial Wealth Advisors provides investment advisory services to individuals, corporations, charitable organizations, high-net-worth individuals, pension and profit-sharing plans, insurance companies and other investment advisors.

Firm Information

Peter Hunt 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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Peter Hunt’s Registration & Firm History

OK

06/09/2020 - Present

Exencial Wealth Advisors (OKLAHOMA CITY OK)

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Licenses & Designations

IA

Issued 03/14/2009

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Peter James Hunt.
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