Exponential Advisors LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$19,255
Total clients
2
0% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
2
Average account size
$9,628
About
Exponential Advisors LLC is a fee-only registered investment adviser that provides discretionary investment management and both project-based and ongoing financial planning to individuals, with an emphasis on high‑net‑worth clients. The firm offers coordinated access to third‑party professionals when appropriate and may recommend outside managers to implement portions of a client’s portfolio.
The firm builds individualized investment policies using asset allocation grounded in modern portfolio theory and employs a mix of passive and active strategies across stocks, bonds, mutual funds, and ETFs, with mutual fund/ETF manager analysis and monitoring. Digital assets are addressed as a modest, speculative complement to core allocations (Bitcoin is the primary digital asset discussed), and clients typically grant the firm limited discretionary trading authority while retaining the ability to impose written restrictions.
Distinctive features include the firm’s very small current scale—reporting two clients and roughly $19,255 in discretionary assets under management—and its offering of educational seminars and speaking engagements, which is relatively uncommon among independent peers. The firm also facilitates access to integrated tax planning through an unaffiliated provider without receiving referral compensation and has formalized Altruist as its primary custodian while using Schwab on a limited basis for 529 accounts.
Client services
Financial planning
Portfolio management
Educational seminars or workshops
Expertise
Wealth management
Business ownership considerations
Occupation focus
Retired
Founder/Business Owner
Executive
Demographic focus
Values-based investing
Fee options
Project-Based Financial Planning fixed fees range from $500 to $5,000
1.00% annually
Ongoing Financial Planning recurring fixed fees from $300 to $600 per month
Account minimum: $25,000 Fee-only: Fixed fees for financial planning: Ongoing $300-$600/month; Project-Based $500-$5,000
Main office location
Exponential Advisors LLC
Weatherford TX, United States
Number of offices
1
Most active in
Exponential Advisors LLC has reported serving >5 clients in these states in the last 12 months.
Texas
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
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