Exceptional Wealth & Family Office
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$180,420,576
Clients
188
Advisors
6
of 8 employees
About
Exceptional Wealth & Family Office (EC Ventures V LLC d/b/a EWFO) provides financial planning, asset management, and wealth consulting, including family office consulting, trust and estate analysis, and specialty planning such as business, real estate, and divorce planning. The firm’s brochure shows it serves a range of clients — individuals, high net worth individuals, corporations, pension and profit‑sharing plans, charitable organizations, and insurance companies — through discretionary managed accounts.
EWFO delivers advisory services through branded programs (EWFO Blueprint and Commonwealth PPS programs), where advisors typically act as portfolio managers with full investment discretion and may combine model portfolios with customized allocations across stocks, bonds, mutual funds, ETFs, alternatives, and derivatives. The adviser collects detailed client information, provides ongoing monitoring and at‑least‑annual reviews, and may utilize Commonwealth’s platform functionality (including tax harvesting in certain PPS strategies) and custodial reporting in implementing client strategies.
Noteworthy items in the brochure include the firm’s recent establishment in 2025 and its reported discretionary AUM of about $292 million managed by two advisors for roughly 188 clients, reflecting a compact advisory team supporting substantial assets. The brochure also discloses operational arrangements with Commonwealth, LPL, and custodians (including loans and transition‑related financial benefits), that advisors are licensed to sell insurance (limited time devoted to that activity), and that the firm may at times cover transaction charges for clients — all of which the brochure identifies as potential conflicts of interest.
Client services
Expertise
Fee options
Financial planning and consulting fees generally fixed (flat) fees, ranging $10,000 - $500,000 annually; Wealth Management Consulting may have flat or fixed fees.
$0 - $249,999: $300 (flat fee for Retirement Plan Consulting) $250,000 - $2,999,999: 0.12% $3,000,000 - $9,999,999: 0.09% $10,000,000 - $49,999,999: 0.05% $50,000,000 - $99,999,999: 0.03% $100,000,000+: 0.02%
Retirement Plan Consulting hourly rate not to exceed $500.
Account minimum: $500,000 Minimum fee: $300 minimum annual fee for retirement plan consulting (less than $250,000 in plan assets) Fee-only: Wealth Management Consulting fees vary; may be annual fixed fees or flat fees, payable monthly/quarterly/etc., negotiable, ranging generally from $10,000 to $500,000 annually for financial planning services.
Main office
422 East Vermijo Avenue, Suite 200 A
Colorado Springs CO 80903
Advisors at this office
6
Most active in
California · Colorado · Florida · Nebraska · Texas
Also doing business as
Ec Ventures V LLC · Exceptional Wealth & Family Office
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
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.
Quick links
Advisors at this firm
Beth W
Series 63, Series 65
Colorado Springs, CO
Exceptional Wealth & Family Office
Beth Walker is a financial advisor at Exceptional Wealth & Family Office with 27 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at firms including Carson Wealth, CWM, LLC, and LPL Financial. Outside of financial advising, she owns and operates Nanaimo LLC dba Center for College Solutions, providing college planning services, and is an author of books on stock options and college financing. Exceptional Wealth & Family Office offers financial planning, asset management, and wealth consulting services to individuals, corporations, and charitable organizations. The firm provides discretionary managed accounts through branded programs, combining model portfolios with customized allocations across various asset classes.
Paul B
CFP®, Series 66
Colorado Springs, CO
Exceptional Wealth & Family Office
Paul Bishop is a CFP® professional with 20 years of experience in the financial services industry. He is currently with Exceptional Wealth & Family Office, joining the firm in 2026, and previously worked at Carson Wealth, CWM, LLC, Accelerated Wealth Advisors LLC, and T. Rowe Price Investment Services. Exceptional Wealth & Family Office provides financial planning, asset management, and wealth consulting services for individuals, high net worth clients, corporations, and various organizations. The firm offers discretionary managed accounts through branded programs combining model portfolios and customized allocations across multiple asset classes.
Kristine Q
Series 66
Colorado Springs, CO
Exceptional Wealth & Family Office
Kristine Quine is a financial advisor with Exceptional Wealth & Family Office in Colorado Springs, holding a Series 66 designation and two years of industry experience. She previously worked at Edward Jones and has experience in consulting through Wayfinder Growth Consulting and Practical Wisdom LLC. Exceptional Wealth & Family Office provides financial planning, asset management, and wealth consulting services to a diverse client base including individuals, corporations, and charitable organizations. The firm offers discretionary managed accounts and combines model portfolios with customized allocations across various asset classes.
Emma H
Series 65
Colorado Springs, CO
Exceptional Wealth & Family Office
Emma Haman is a financial advisor with Exceptional Wealth & Family Office in Colorado Springs, CO. She holds a Series 65 credential and has experience at Carson Wealth and CWM, LLC. Outside of advising, she is licensed as an insurance agent, selling life, health, disability, annuities, and long-term care insurance. Exceptional Wealth & Family Office provides financial planning, asset management, and wealth consulting services, including family office consulting and specialty planning. The firm serves a diverse client base through discretionary managed accounts and employs a combination of model portfolios and customized allocations across various asset classes.
Tara S
CFP®, Series 66
Colorado Springs, CO
Exceptional Wealth & Family Office
Tara Seegers is a CFP® with 13 years of experience in the financial services industry. She currently works at Exceptional Wealth & Family Office and has prior experience at Commonwealth Financial Network, City National Bank, and RBC Capital Markets. Seegers is also involved in fixed insurance sales and owns a private entity facilitating securities, advisory, and insurance business. Exceptional Wealth & Family Office provides financial planning, asset management, and wealth consulting services, including family office and specialty planning for a diverse client base. The firm manages discretionary portfolios combining model and customized allocations across various asset types and offers ongoing client monitoring and annual reviews.
Nichole R
CFP®, Series 65, Series 63
Colorado Springs, CO
Exceptional Wealth & Family Office
Nichole Ruth is a CFP® with four years of industry experience currently with Exceptional Wealth & Family Office. She previously worked at City National Bank and RBC Capital Markets and has a background that includes running Coleruth.com for ten years. Nichole has a minor role in a hospitality-related business owned by her spouse. Exceptional Wealth & Family Office provides financial planning, asset management, and wealth consulting services to individuals, high net worth clients, corporations, and nonprofits. The firm offers discretionary managed accounts through branded programs that combine model portfolios with customized allocations across multiple asset classes.
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