Advisor at Exit Wealth Advisors
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.
Location
Alpharetta, GA 30009
Credentials
CFP®, Series 63, Series 65
Industry experience
33 years
Theodore Jenkin is a CFP® with 33 years of industry experience, currently serving as an advisor at Exit Wealth Advisors. His prior experience includes roles at Kestra Advisory Services and NFP Advisor Services. Outside of his advisory work, he produces content for the "What Ted Says" YouTube channel and serves on the board of directors for Klondike Financial, a FinTech company focused on budgeting software. Exit Wealth Advisors provides personalized financial planning and portfolio management services primarily to high-net-worth individuals, families, trusts, and institutional clients. The firm employs a client-driven investment process centered on fundamental analysis and long-term strategies, offering a broad range of traditional and alternative investment options.
Based on Exit Wealth Advisors
$0 - $1,000,000: 1.30% $1,000,001 - $5,000,000: 1.00% $5,000,001 - $10,000,000: 0.75% $10,000,001+: 0.50%
Insurance commissions earned by advisory persons who are licensed insurance professionals, separate from advisory fees.
Monthly recurring subscription fee paid directly to The Buck Guru AI financial planning software vendor.
Account minimum: $2,000,000
1040 Cambridge Square, Suite C
Alpharetta, GA 30009
Georgia
Exit Wealth Advisors, LLC.
2024 - Present (2 years)
Exit Stage Left, LLC.
2022 - Present (4 years)
Kestra Advisory Services LLC
2016 - 2023 (7 years)
Kestra Investment Services, LLc
2016 - 2023 (7 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:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 65
Duluth, GA
Stanhouse Financial Planning and Management, LLC
James Stanhouse is the sole advisor at Stanhouse Financial Planning and Management, LLC in Duluth, GA. He holds a Series 65 designation and has 16 years of industry experience. Since 2009, he has been preparing to start Oakworth, a separate business activity. Stanhouse Financial Planning and Management, LLC provides fee-only financial planning, investment advisory, and asset management services to individuals, families, small businesses, and trusts. The firm follows a long-term, buy-and-hold investment philosophy based on Modern Portfolio Theory and emphasizes low-cost, tax-efficient investment options.
Series 63, Series 65
Roswell, GA
Vickery Creek Capital Management
CFP®, Series 65
Duluth, GA
LifeWater Wealth Management
Fredrick Standfield is a CFP® with 17 years of industry experience, currently serving as the sole advisor at LifeWater Wealth Management in Duluth, GA. His prior work includes roles at Origin Financial, Liberate, Inc., and MANHEIM, Inc. LifeWater Wealth Management provides financial planning, portfolio and investment management, and separately managed portfolio access to individual, high-net-worth, and corporate clients. The firm employs a diversified investment approach based on modern portfolio theory, combining passive and active strategies with customized portfolio management and integrates bookkeeping and tax preparation services through third-party providers.
Series 65
Cumming, GA
VIVCAP LLC
Srinivasa Rao Katragadda is a financial advisor at VIVCAP LLC with four years of industry experience. He holds a Series 65 designation and previously worked at Fair Isaac Corporation (FICO) for three years. Outside of financial advising, he is president of Softoholic Systems, LLC, a software design and development firm he has led since 2003. VIVCAP LLC provides discretionary and non-discretionary asset management services to individuals, high-net-worth clients, and small businesses, managing approximately $24.8 million across about 50 accounts. The firm combines fundamental and technical analysis to focus on long-term growth opportunities and offers educational seminars to the public at no charge.
Series 65
Marietta, GA
AF Capital Management, LLC
Alex Foster is the sole advisor at AF Capital Management, LLC in Marietta, GA, holding a Series 65 credential with 16 years of industry experience. He has managed AF Capital Management since 2009 and also publishes a personal options trading blog at MyTradersJournal.com. AF Capital Management provides investment supervisory services, financial planning, and retirement-plan advisory to individuals, trusts, and business entities. The firm offers a range of account management plans from passive to actively managed strategies, incorporating fundamental, technical, and cyclical analysis, with portfolios that may include stocks, bonds, ETFs, margin positions, and various options strategies.
CFP®, ChFC®, Series 63
Atlanta, GA
McWilliams Financial Advisory Group LLC
Elbert Mcwilliams is a CFP® and ChFC® with 22 years of industry experience. He has led McWilliams Financial Advisory Group LLC since 2007. The firm serves a small client base including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. McWilliams Financial Advisory Group provides fee-based financial planning and consulting, referring clients to third-party money managers for investment management and offering educational seminars and workshops for the public.
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