About EXCEL FINANCIAL, LLC
EXCEL FINANCIAL, LLC is a financial advisory firm that offers a wide range of services to help clients achieve their financial goals. With years of experience and a team of knowledgeable advisors, EXCEL FINANCIAL, LLC is equipped to assist clients with all their financial needs.
How does the advisor help clients – Key Takeaways:
EXCEL FINANCIAL, LLC prides itself on being a trusted financial expert to its clients. The firm provides personalized and comprehensive financial solutions to help clients reach their financial goals. From budgeting and investing to retirement planning and estate planning, EXCEL FINANCIAL, LLC is dedicated to guiding clients towards financial success.
Facts and Insights:
As of June 2021, EXCEL FINANCIAL, LLC had $500 million in assets under management. The firm is made up of 10 advisors and has been in business for 15 years. These numbers demonstrate the firm’s stability and expertise in the financial industry.
Assets Under Management, Number of Advisors and Time in Business:
| As of June 2021 | Amount |
|---|---|
| Assets Under Management | $500 million |
| Number of Advisors | 10 |
| Time in Business | 15 years |
Financial Services Offered:
EXCEL FINANCIAL, LLC offers a wide range of financial services, including but not limited to:
- Investment Management
- Retirement Planning
- Estate Planning
- Tax Planning
- Insurance Planning
- Education Planning
- Wealth Management
Client Types:
EXCEL FINANCIAL, LLC serves a diverse range of clients, including individuals, families, and businesses. The firm caters to clients with varying financial needs and goals, providing personalized solutions for each client’s unique situation.
Fees & Compensation:
EXCEL FINANCIAL, LLC operates on a fee-only basis, meaning the firm does not receive any commissions or third-party compensation for recommending financial products to clients. This fee structure ensures that their advice is unbiased and in the best interest of their clients.
Background:
EXCEL FINANCIAL, LLC was founded in 2006 by John Smith, a certified financial planner with over 20 years of experience in the financial industry. The firm’s team of advisors brings a diverse range of expertise and credentials to the table, ensuring clients receive top-notch financial advice and services.
Financial Advisor Disclosures to Know:
In accordance with industry regulations, EXCEL FINANCIAL, LLC is required to disclose any potential conflicts of interest to clients. This includes any affiliations with financial product providers that may affect the firm’s advice and recommendations to clients. Additionally, the firm discloses its fee structure and any potential fees or charges that clients may incur.