An Exceptional Life Financial, Llc
- Regulatory AUM
- $259M
- Discretionary
- $256M
- Clients
- 378
- Avg AUM / client
- $685K
- Accounts
- 949
- Employees
- 4
AUM over time
Annual snapshots from Form ADV filings · as of Mar 26, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 317 | $51.0M | 19.7% |
| High net worth individuals | 53 | $205M | 79.1% |
| Pension and profit sharing plans | 8 | $3.3M | 1.26% |
People (4)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Mychal Vashon Eagleson | President, Cco | CFP | Apr 2017 (9y) | 75% or more |
| Charles Ricky Skinner | Registered representative | CFP | Nov 2021 (5y) | |
| Kaylee Stefanie Bjarnason | Registered representative | Sep 2023 (3y) | ||
| Sarah Ann Sepulveda | Registered representative | CFP | Oct 2023 (3y) |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/26/2026 | 945 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Pension consulting services
- • Educational seminars/workshops
- • Other services
Custody
Reported custodians
- Fidelity Brokerage Services $204M (79% of AUM) Mar 2026
- Truist Financial Corp $49.7M (19% of AUM) Mar 2026
- Altruist Financial $49.7M (19% of AUM) Mar 2026
- Charles Schwab & Co. $10.9M (5% of AUM) Mar 2025
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 26, 2026.
View current Form ADV (SEC/IAPD) ↗