Jasen Lee Wallace, CFP^®

Certified Financial Planner™ Professional

Exencial Wealth Advisors

4101 Parkstone Heights Dr., Suite 210
Austin, TX 78746

FINANCIAL ADVISOR'S WEBSITE

https://exencialwealth.com/

(512) 372-8118 CONNECT WITH Jasen

Compensation

COMPENSATION METHODS

Commission and Fee

COMPENSATION CONSIDERATIONS

Minimums

HOUSEHOLD INCOME MINIMUM

$250,000

Investable Asset Minimum

$350,000

My Links

Weinheimer Wealth Management's Website

General

Jasen Wallace is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Exencial Wealth Advisors in Austin, TX and the surrounding communities.

Financial Advisor Overview

I help high-income professionals make better decisions about money for a flat fee. I help business owners reward and retain their employees while saving on taxes. I help retirees get more income from social security and retirement accounts. I help Caregivers, Widow(er)s, POAs, and Estate Executors understand and simplify their finances through a time of difficult transition.

Financial Advisor Experience

Master's Degree in Personal Finance/Wealth Management

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 66

Designations & Certifications

CERTIFIED FINANCIAL PLANNER™ (CFP^®)

Broker-Dealer Affiliation

Ameritas Investment Corp.

Broker-Dealer Disclaimer

Jasen Wallace, CFP® offers products and services using the following business names: Weinheimer Wealth Management – insurance and financial services | Ameritas Investment Company, LLC (AIC), Member FINRA/SIPC – securities and investments | Ameritas Advisory Services (AAS) – investment advisory services. AIC and AAS are not affiliated with Weinheimer Wealth Management.

FINRA BrokerCheck

Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Buying a Home, Charitable & Planned Giving, Annuities, Asset Allocation, Estate Planning, Investment Management, Limited Partnerships, Employee Benefits, Mutual Funds, Real Estate, Insurance, Life Planning, Retirement, Stocks & Bonds, Long-term Care, Tangible Assets, Succession Planning, Sudden Wealth