Michael
Mcglashen
Exencial Wealth Advisors
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About this Advisor
Michael Mcglashen is a financial advisor operating out of Newtown, Pennsylvania who has 3 years of industry experience. Mcglashen works at Exencial Wealth Advisors. Over the course of their career, Mcglashen has held roles at Bucks County Financial Planning Group, Inc and Exencial Wealth Advisors. Mcglashen maintains Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and is approved to serve investors in California, Connecticut, Missouri, New Jersey, North Carolina, Oklahoma, Pennsylvania and Texas. Exencial Wealth Advisors is a registered investment company operating out of Oklahoma City, OK. The firm has offices in 12 locations and a total of 114 people on staff. It manages $4 billion in assets across its 4,629 client accounts, making it one of the biggest firms in the country by assets under management. The firm serves 33 charities and foundations. Of its 4,629 client accounts, 45% belong to high-net-worth individuals who have at least $1 million in assets. The firm provides a number of services, including 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. Fees charged by financial advisors usually are based on which service is provided. Fees charged by Exencial Wealth Advisors can include asset-based, hourly, fixed and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Exencial Wealth Advisors Brokerage Details
$3,769,638,990
114
4,629
$814,353
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
Michael Mcglashen Work History
Michael has been registered as a financial advisor for 3 years.*
Exencial Wealth Advisors
Bucks County Financial Planning Group, Inc
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Michael Mcglashen 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
Dallas, TX
Dallas, TX
Old Lyme, CT
Oklahoma City, OK
Huntersville, NC
Huntersville, NC
Huntersville, NC
Oklahoma City, OK
The content in this profile was updated by SmartAsset on 4/16/2023. 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.
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