An Exceptional Life Financial, LLC

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Client assets under management

$255,670,584

Clients

370

14% high-net worth

Advisors

of 4 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

High

Average account size

$691,002

About

An Exceptional Life Financial (AELF) serves individuals, families, high‑net‑worth clients, small businesses and educational institutions, providing comprehensive financial planning, investment management, tax preparation and employee benefit plan consulting. The firm is a small advisory team managing roughly $259 million in client assets, with the majority of assets overseen on a discretionary basis.

AELF constructs individualized investment plans based on asset allocation and a mix of passive and active strategies, using ETFs and mutual funds and applying fundamental, technical, cyclical and charting analysis. The firm provides ongoing portfolio supervision and also advises on held‑away accounts—offering selection, monitoring and rebalancing recommendations and, in limited cases, limited powers of attorney to facilitate oversight.

Compared with many peers, AELF regularly conducts educational seminars and speaking engagements and integrates tax preparation services into its client offerings via a third‑party tax provider. Several advisers are licensed insurance agents and the firm operates an insurance agency; the brochure discloses that agents may receive commissions and agency overrides, a potential conflict the firm says it will manage while acting as a fiduciary.

Client services

Financial planning Portfolio management Pension consulting Educational seminars or workshops Tax preparation

Expertise

General retirement planning Cash flow / budgeting College savings (529s, UTMA, etc.) Business ownership considerations General estate planning guidance

Fee options

Fixed

Foundation Client Service fee $1,800-$3,000 per year plus $150-$250 upfront fee; Premier Client Service fee $4,000-$6,000 per year plus $750 upfront fee; Employee Benefit Plan Services flat fees $2,000-$5,000 for plans under $500,000 assets

Percentage

$0 - $999,999: 1.00% (Investment Management Services) $1,000,000 - $1,999,999: 0.95% (Investment Management Services) $2,000,000 - $2,999,000: 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) $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)

Project-based

Financial Planning hourly rate starting at $300/hour; additional hourly work billed at $200/hour after annual engagements

Other

Account minimum: $100,000 Minimum fee: $5,000 minimum annual fee for Private Client Services unless waived Fee-only: Financial Planning hourly fees from $300/hour; Annual Financial Planning engagements $1,500-$6,000; Foundation Client Service $1,800-$3,000/year; Premier Client Service $4,000-$6,000/year; Tax Preparation fees $350-$1,000; Employee Benefit Plan fees 0.25%-1.00% of plan assets or flat fee $2,000-$5,000

Main office location

An Exceptional Life Financial, LLC

5455 W 86 Th St, Suite 205

Indianapolis IN 46268, United States

Number of offices

Most active in

California · Florida · Illinois · Indiana · Missouri · Texas

Disclosures

Business activities & affiliations

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.

Forms ADV

Form ADV Part 2: Client Brochure Form ADV Part 3: Client Relationship

Quick links

LinkedIn Facebook X Website 317-941-6492

Advisors at this firm

Kaylee B

Series 65

Fontana, CA

An Exceptional Life Financial, LLC

Kaylee Bjarnason is a financial advisor at An Exceptional Life Financial, LLC with a Series 65 credential and two years of industry experience. She has worked at Teach Plan Retire, AEL Wealth Management, and One Pacific Financial Strategies. Outside of advising, she owns a business selling products related to spiritual healing and also works as a personal shopper. An Exceptional Life Financial, LLC is a fiduciary advisory team managing approximately $218 million in client assets, serving individuals, families, small businesses, and educational institutions. The firm employs a combination of passive and active investment strategies tailored to clients’ goals and risk tolerances and offers comprehensive services including financial planning, investment management, tax preparation support, and employee benefit plan consulting.

General retirement planning Cash flow / budgeting College savings (529s, UTMA, etc.) Business ownership considerations General estate planning guidance

Sarah S

CFP®, Series 65

Indianapolis, IN

An Exceptional Life Financial, LLC

Sarah Sepulveda is a CFP® and Series 65-licensed advisor with five years of industry experience. She currently works at An Exceptional Life Financial, LLC and previously held roles at Teach Plan Retire, AEL Wealth Management, and The H Group, Inc. An Exceptional Life Financial, LLC is an SEC-registered fiduciary advisory team managing approximately $218 million in client assets. The firm serves individuals, families, small businesses, and educational institutions with comprehensive financial planning, investment management, tax preparation support, and employee benefit plan consulting, employing a mix of passive and active strategies tailored to client goals and risk tolerances.

General retirement planning Cash flow / budgeting College savings (529s, UTMA, etc.) Business ownership considerations General estate planning guidance

Mychal E

CFP®, Series 63, Series 65

Indianapolis, IN

An Exceptional Life Financial, LLC

Mychal Eagleson is a Certified Financial Planner® with 12 years of industry experience. He has been with An Exceptional Life Financial, LLC since 2017 and previously worked at BKD Wealth Advisors, LLC. Eagleson also teaches courses for the CFP® education program through Dalton Education. An Exceptional Life Financial, LLC is a fiduciary advisory team managing approximately $218 million in client assets, serving individuals, families, small businesses, and educational institutions. The firm combines passive and active investment strategies tailored to clients’ goals and risk tolerances, and provides comprehensive financial planning, investment management, tax support, and employee benefit consulting.

General retirement planning Cash flow / budgeting College savings (529s, UTMA, etc.) Business ownership considerations General estate planning guidance

Charles S

CFP®, Series 63

Indianapolis, IN

An Exceptional Life Financial, LLC

Charles Skinner is a CFP® with 22 years of experience in the financial industry. He has worked at An Exceptional Life Financial, LLC since 2021 and has been affiliated with Watermark Wealth Management, LLC since 2013. He holds a Series 63 license and is based in Indianapolis, IN. An Exceptional Life Financial, LLC is an SEC-registered fiduciary advisory team managing approximately $218 million in client assets. The firm serves individuals, families, small businesses, and educational institutions, offering comprehensive financial planning, investment management, tax preparation support, and employee benefit plan consulting. Their investment approach combines passive and active strategies tailored to clients’ goals, time horizons, and risk tolerances.

General retirement planning Cash flow / budgeting College savings (529s, UTMA, etc.) Business ownership considerations General estate planning guidance

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