Advisor at Exemplar Wealth Advisors, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Exemplar Wealth Advisors, LLC
Location
Phoenix, AZ 85050
Credentials
Series 63, Series 66
Industry experience
14 years
Abraham Marston is the principal of Exemplar Wealth Advisors, LLC in Phoenix, AZ, holding Series 63 and Series 66 licenses with 14 years of industry experience. He has been involved with multiple related entities, including legal and litigation finance firms, serving as Managing Member and Partner in various capacities. Marston provides legal services to mid-market business clients and is active in mass tort litigation financing and related investment ventures. Exemplar Wealth Advisors offers portfolio management and financial planning services, often implementing strategies through discretionary authority or by directing assets to third-party managers. The firm employs a multi-method investment approach with a long-term orientation and advises across a broad range of instruments while routinely structuring client portfolios to include external advisers and pooled vehicles.
Based on Exemplar Wealth Advisors, LLC
Based on Exemplar Wealth Advisors, LLC
$1,000 to $5,000 for financial planning fixed fees; annual financial planning fees range from $100 to $2,500 billed monthly (approx. 80% of initial fee)
$0 - $500,000: 2.00% $500,001 - $1,500,000: 1.50% $1,500,001 - $2,500,000: 1.25% $2,500,000+: 1.00%
0.75% of AUM plus 20% performance fee on capital appreciation for qualified clients
20860 N Tatum Blvd, Suite 300
Phoenix, AZ 85050
Arizona · California · Florida · Illinois · New York · Pennsylvania · Texas
Exemplar Wealth Advisors, LLC
2023 - Present (3 years)
Exemplar Wealth Advisors, LLC
2022 - Present (4 years)
Amatucci & Marston LLC
2021 - Present (5 years)
Valiant Litigation Finance LLC
2021 - Present (5 years)
Exemplar Capital LLC
2010 - Present (16 years)
Exemplar Companies PBC
2005 - Present (21 years)
Exemplar Law LLC
2004 - Present (22 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Verified by Warmer
Series 65
Cave Creek, AZ
Atlas Wealth Management, LLC
CFP®, Series 63, Series 66
Scottsdale, AZ
Echelon Private Wealth LLC
Series 65
Phoenix, AZ
Betts LLC
CFP®, Series 63
Scottsdale, AZ
Musser Financial Planning, LLC
Series 63, Series 65
Scottsdale, AZ
Karpinski Financial, LLC
Series 65
Scottsdale, AZ
DeGreen Private Wealth, LLC
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