An Exceptional Life Financial, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$255,670,584
Clients
370
Advisors
5
of 5 employees
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
Expertise
Fee options
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
$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)
Financial Planning hourly rate starting at $300/hour; additional hourly work billed at $200/hour after annual engagements
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
5455 W 86th St, Suite 205
Indianapolis IN 46268
Advisors at this office
5
Most active in
California · Florida · Illinois · Indiana · Missouri · Texas
Also doing business as
Ael Wealth Management · An Exceptional Life Financial, LLC · Teach Plan Retire · Teach Plan Retire, Ael Wealth Management
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
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:
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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.
Quick links
Advisors at this firm
Kaylee B
Series 65
Indianapolis, IN
An Exceptional Life Financial, LLC
Kaylee Bjarnason is a financial advisor at An Exceptional Life Financial, LLC in Indianapolis, IN, holding a Series 65 designation with three years of industry experience. Prior to joining An Exceptional Life Financial, she worked at One Pacific Financial Strategies and held roles in education at the University of Redlands and Chaffey College. Outside of her advisory work, she owns a merchandise business focused on spiritual healing products and also works as a personal shopper. An Exceptional Life Financial serves individuals, families, high-net-worth clients, small businesses, and educational institutions by providing comprehensive financial planning, investment management, tax preparation, and employee benefit plan consulting. The firm uses a combination of passive and active investment strategies with ongoing portfolio supervision and also offers educational seminars and integrated tax services.
Sarah S
CFP®, Series 65
Indianapolis, IN
An Exceptional Life Financial, LLC
Sarah Sepulveda is a CFP® and Series 65-licensed financial advisor with five years of industry experience. She is currently with An Exceptional Life Financial, LLC, where she has worked since 2023. Prior to that, she was with The H Group, Inc. from 2018 to 2023 and was involved with the Boys & Girls Club of Salem, Marion and Polk Counties from 2016 to 2018. An Exceptional Life Financial serves individuals, families, high-net-worth clients, small businesses, and educational institutions by providing financial planning, investment management, tax preparation, and employee benefit plan consulting. The firm manages approximately $259 million in assets, using a blend of passive and active investment strategies tailored to each client, along with ongoing portfolio supervision and advice on held-away accounts.
Demi W
Series 65
Indianapolis, IN
An Exceptional Life Financial, LLC
Demi Wendel is a financial advisor at An Exceptional Life Financial, LLC with a Series 65 designation and one year of industry experience. Prior to joining An Exceptional Life Financial, Wendel held roles at Cetera ADVISORS LLC and Artistic Strategies. Outside of finance, Wendel has worked in the education and hospitality sectors. An Exceptional Life Financial serves individuals, families, high-net-worth clients, small businesses, and educational institutions with comprehensive financial planning, investment management, tax preparation, and employee benefit plan consulting. The firm uses a combination of passive and active strategies to create personalized investment plans and provides ongoing portfolio supervision, including advice on held-away accounts.
Mychal E
CFP®, Series 63, Series 65
Indianapolis, IN
An Exceptional Life Financial, LLC
Mychal Eagleson is a CFP®-certified financial advisor with 12 years of industry experience. He has worked at An Exceptional Life Financial, LLC since 2017 and previously held roles at BKD Wealth Advisors, LLC, Schwab Wealth Advisory, and Eagleson Financial Planning. Eagleson also serves as an instructor for the CFP® education program through Dalton Education. An Exceptional Life Financial serves individuals, families, high-net-worth clients, small businesses, and educational institutions, offering comprehensive financial planning, investment management, tax preparation, and employee benefit plan consulting. The firm employs a combination of passive and active investment strategies and provides ongoing portfolio supervision along with educational seminars and integrated tax services.
Charles S
CFP®, Series 63
Indianapolis, IN
An Exceptional Life Financial, LLC
Charles Skinner is a CFP® professional with 22 years of experience in the financial industry. He is currently with An Exceptional Life Financial, LLC, where he has worked since 2021. His prior experience includes roles at Watermark Wealth Management, LLC, Summit CPA Group, and his own firm, Skinner Financial Services. An Exceptional Life Financial serves individuals, families, high-net-worth clients, small businesses, and educational institutions, offering comprehensive financial planning, investment management, tax preparation, and employee benefit plan consulting. The firm constructs individualized investment plans using a mix of passive and active strategies and provides ongoing portfolio supervision.
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