Brennon
Hawkins

Exencial Wealth Advisors

CRD#6785885
Investment Advisor
in Oklahoma City, OK

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Brennon Hawkins is a financial advisor based in Oklahoma City, Oklahoma, working with Exencial Wealth Advisors. Brennon has previously held positions at The Vanguard Group, Inc, Dick's Sporting Goods, Courier Express, Auto Bell Car Wash, University of North Carolina at Charlotte, Wells Fargo Securities, LLC, Wells Fargo Bank, N.A, and Exencial Wealth Advisors, LLC. Brennon has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Connecticut, North Carolina, Oklahoma, and Texas. Currently, Brennon is part of Exencial Wealth Advisors, which operates out of Oklahoma City, Oklahoma. The firm has 12 offices and 101 employees. The firm manages assets totaling $5.0 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, and other services. The fee structure at Exencial Wealth Advisors includes asset-based, hourly, fixed, and other fees.

Certifications and Registrations

Series 63, Series 65

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Others

Office Location

9108 N. Kelley Avenue
Oklahoma City, OK 73131

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

Exencial Wealth Advisors Brokerage Details

Total Assets Under Management

$5,015,687,471

OK Average: $681,523,814
Total Number of Employees

101

OK Average: 15
Total Number of Accounts

10,586

OK Average: 642
Average Account Size

$473,804

OK Average: $1,061,564

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Other

Brennon Hawkins Work History

2021 - Present (3 years)

Exencial Wealth Advisors, LLC

2020 - 2021 (1 year)

Wells Fargo Securities, LLC

2020 - 2021 (1 year)

Wells Fargo Bank, N. A

2017 - 2020 (3 years)

The Vanguard Group, Inc

2017 - 2017 (< 1 year)

Dick'S Sporting Goods

2016 - 2017 (1 year)

Courier Express

2013 - 2016 (3 years)

University Of North Carolina At Charlotte

2012 - 2016 (4 years)

Auto Bell Car Wash

Disclosures

Please visit the SEC profile of Brennon Hawkins to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Exencial Wealth Advisors

Taylor Gill
Oklahoma City, OK
Craig Wezenski
Orange, CT
Jared Snider
Oklahoma City, OK
Derrick Longo
Huntersville, NC
Jerry Georgopoulos
Dallas, TX
Caleb Dillard
Oklahoma City, OK
Jean Wilczynski
Old Lyme, CT
David Totah
Plano, TX

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.

This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started