Kristin
Carlton
Exencial Wealth Advisors
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About this Advisor
Kristin Carlton is a certified financial planner operating out of San Antonio, Texas with a total of 7 years of industry experience. Carlton is on the advisory team at Exencial Wealth Advisors. Over the course of their career, Carlton has held roles at Netting & Pace, Cpas and Exencial Wealth Advisors. Carlton has a Series 65 license, designating them as an investment advisor representative, and is registered to work in California, Oklahoma and Texas. Exencial Wealth Advisors is a financial advisory company based out of Oklahoma City, OK. It has offices in 12 locations and a total of 114 employees. It has $4 billion in assets under management between its 4,629 client accounts, placing it among the largest investment advisory firms in the United States by assets under management. The firm provides financial advisory services to 33 charities and foundations. Of its 4,629 customer accounts, 45% are associated with high-net-worth investors who have more than $1 million in assets. Exencial Wealth Advisors has a number of services, such as 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. A financial advisor's fees largely are based on which services the firm provides the client. However, fees billed by Exencial Wealth Advisors can be comprised of 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
Kristin Carlton Work History
Kristin has been registered as a financial advisor for 7 years.*
Exencial Wealth Advisors
Netting & Pace, Cpas
*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 Kristin Carlton 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
Huntersville, NC
Dallas, TX
Oklahoma City, OK
Old Lyme, CT
Oklahoma City, OK
Oklahoma City, OK
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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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.
