Exemplar Wealth Partners LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Exemplar Wealth Partners serves individual and high‑net‑worth clients as well as charitable organizations, providing discretionary portfolio management and ongoing financial planning plus standalone fixed‑fee financial plans. The firm is a small advisory practice — two advisors managing approximately $24.2 million in discretionary assets across about 29 client relationships — and states it has no account minimum.
The firm builds a client‑specific Investment Policy Statement and combines multiple analysis methods (charting, cyclical, fundamental, quantitative, technical, and modern portfolio theory) with a long‑term trading orientation to construct portfolios tailored to goals, risk tolerance, and time horizon. Exemplar generally requires discretionary trading authority, performs account reviews at least monthly (reviews conducted by the Chief Compliance Officer), uses model allocations, and aggregates (block) trades across clients to allocate opportunities fairly over time.
A few operational practices set Exemplar apart from many peers: it requires clients to use a specific custodian, Altruist Financial LLC, and discloses a practice of paying transactional fees associated with clients’ mutual fund sales. The firm also notes it may serve as trustee for certain trust accounts (which can create custody over those assets) and offers standalone planning fees that range from $500 to $10,000 while including planning services within its asset‑based portfolio management offering.
Client services
Expertise
Fee options
Fixed fee for financial plans ranges from $500 to $10,000, fees are negotiable
$0.01 - $1,999,999.99: 1.00% annually $2,000,000.00 - $4,999,999.99: 0.75% annually $5,000,000.00+: 0.60% annually
Main office
See officeAllen TX
Advisors at this office
1
Most active in
Maryland · Massachusetts · Texas
Also doing business as
Exemplar Wealth Partners · Exemplar Wealth Partners LLC
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.
Forms ADV
Quick links
Advisors at this firm
Jonathan A
Series 65
Hingham, MA
Exemplar Wealth Partners LLC
Jonathan Asher is a financial advisor at Exemplar Wealth Partners LLC with one year of industry experience. He holds a Series 65 designation and has served as a volunteer in Hingham Town Government for 18 years. Exemplar Wealth Partners serves individual and high-net-worth clients as well as charitable organizations, providing discretionary portfolio management and standalone fixed-fee financial plans. The firm uses a client-specific Investment Policy Statement and multiple analysis methods combined with a long-term trading orientation to tailor portfolios to clients’ goals and risk tolerance.
Nathaniel T
Series 63, Series 65
Allen, TX
Exemplar Wealth Partners LLC
Nathaniel Thiemann is a financial advisor at Exemplar Wealth Partners LLC with three years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Conley Rose and NYLIFE Securities LLC. Outside of his advisory work, he performs light consulting for a law firm specializing in AI and cybersecurity intellectual property. Exemplar Wealth Partners serves individual and high-net-worth clients as well as charitable organizations, providing discretionary portfolio management and fixed-fee financial planning. The firm emphasizes client-specific investment policies and employs multiple analytical methods with a long-term trading approach.
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