Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$218,154,147
Total clients
398
13% high-net worth
Total advisors
5
of 5 employees
Firm size
Team
4-10 advisors or $500M+ in AUM
Average clients per advisor
80
Average account size
$548,126
Premier Client Services annual fee $4,000 to $6,000 plus a $750 upfront fee; Employee Benefit Plan Services flat fee $2,000 - $5,000 for smaller plans; Educational Seminars/Speaking Engagements $500 - $3,000 per event.
$0 - $999,999: 1.00% (Investment Management Services) $1,000,000 - $1,999,999: 0.95% (Investment Management Services) $2,000,000 - $2,999,999: 0.90% (Investment Management Services) $3,000,000 - $3,999,999: 0.85% (Investment Management Services) $4,000,000 - $4,999,999: 0.80% (Investment Management Services) $5,000,000+: Negotiable (Investment Management Services) $0 - $999,999: 1.25% (Private Client Services, minimum $350,000 to qualify) $1,000,000 - $1,999,999: 1.15% (Private Client Services) $2,000,000 - $2,999,000: 1.05% (Private Client Services) $3,000,000 - $3,999,999: 0.95% (Private Client Services) $4,000,000 - $4,999,999: 0.85% (Private Client Services) $5,000,000+: Negotiable (Private Client Services)
Financial Planning hourly fees start at $300/hour; additional hours beyond annual engagements billed at $200/hour.
Account minimum: $100,000 for investment management clients (with exceptions possible); $350,000 minimum for Private Client Services Fee-only: Financial Planning hourly rate starting at $300/hour; Annual Financial Planning engagements $1,500 - $6,000; Premier Client Services $4,000 - $6,000 plus $750 upfront fee; Tax Preparation $350 - $1,000; Employee Benefit Plan Services 0.30% - 1.00% of plan assets or flat $2,000 - $5,000 depending on plan size; Educational Seminars $500 - $3,000 per seminar or speaking engagement.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
An Exceptional Life Financial, LLC
5455 W 86 Th St, Suite 205
Indianapolis IN 46268, United States
Number of offices
1
Series 65
Fontana, CA
An Exceptional Life Financial, LLC
CFP®, Series 65
Indianapolis, IN
An Exceptional Life Financial, LLC
CFP®, Series 63, Series 65
Indianapolis, IN
An Exceptional Life Financial, LLC
CFP®, Series 63
Indianapolis, IN
An Exceptional Life Financial, LLC
Not sure where to start?
We'll help you think it through – whether you ultimately need an advisor or not.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")