# An Exceptional Life Financial, LLC

> An Exceptional Life Financial, LLC is an SEC-registered investment advisory firm in Indianapolis, IN, registered since 2022, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 26, 2026.

- CRD: 288742
- Filed as: AN EXCEPTIONAL LIFE FINANCIAL, LLC
- Also doing business as: AEL WEALTH MANAGEMENT, TEACH PLAN RETIRE
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Indianapolis, IN
- Filing period: October 2026
- Form ADV filing dated: March 26, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/288742
- AdvisorCensus page: https://advisorcensus.com/firm/an-exceptional-life-financial-llc-indianapolis-in-288742

## Quick answers

**How is An Exceptional Life Financial, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), An Exceptional Life Financial, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).

**How much does An Exceptional Life Financial, LLC charge?**
Its Form ADV Part 2A brochure dated March 26, 2026 states: Hourly rate: $300 an hour (Financial Planning). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is An Exceptional Life Financial, LLC located?**
An Exceptional Life Financial, LLC's principal office is in Indianapolis, IN, according to its Form ADV.

**Is An Exceptional Life Financial, LLC registered with the SEC or a state?**
An Exceptional Life Financial, LLC is an SEC-registered investment advisory firm, registered since 2022. Status as filed: Approved. CRD 288742.

**How much does An Exceptional Life Financial, LLC manage?**
An Exceptional Life Financial, LLC reports $258,925,194 in regulatory assets under management in its Form ADV filing dated March 26, 2026 (99% discretionary).

**How have An Exceptional Life Financial, LLC's assets and staff changed since 2022?**
In the Form ADV data for An Exceptional Life Financial, LLC: Regulatory assets under management: $180,482,131 in the October 2022 data and $258,925,194 in the October 2026 data, up 43%. Total employees: 6 in October 2022 and 4 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does An Exceptional Life Financial, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (317); high net worth individuals (53); pension and profit sharing plans (but not the plan participants or government pension plans) (8).

**Which custodians does An Exceptional Life Financial, LLC use?**
An Exceptional Life Financial, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Altruist Financial LLC and Fidelity Brokerage Services LLC as custodians holding 10% or more of its separately managed account assets.

**Does An Exceptional Life Financial, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/288742

**What changed in An Exceptional Life Financial, LLC's recent Form ADV filings?**
In the April 2026 filing data: Employees performing advisory functions went from 5 to 4. Regulatory assets under management went from $218,154,147 to $258,925,194 (+19%).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Fees and minimums (Form ADV Part 2A brochure dated March 26, 2026)

- Hourly rate: $300 an hour (Financial Planning)

> Our rate for Financial Planning ranges from $300 per hour. Hours are billed in 1/10 of an hour (6-minute) increments and rounded up to the nearest 1/10 of an hour increment

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Altruist Financial LLC
- Fidelity Brokerage Services LLC

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $258,925,194
- Discretionary: $255,670,584
- Non-discretionary: $3,254,610

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 317 | $50,971,732 |
| High net worth individuals | 53 | $204,698,852 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 8 | $3,254,610 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Educational seminars/workshops
- Other

### Firm details
- Registered since: 2022 (4 years)
- Employees: 4 total, 4 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, FL, IL, IN, MO, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- [aelwm.com](https://aelwm.com)
- [anexceptionallifefinancial.com](https://anexceptionallifefinancial.com)
- [teachplanretire.com](https://teachplanretire.com)
- Facebook @TEACHPLANRETIRE
- LinkedIn @TEACHPLANRETIRE
- X @TEACHPLANRETIRE

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2022 | $180,482,131 | 6 | September 28, 2022 |
| October 2023 | $177,436,746 | 4 | August 8, 2023 |
| October 2024 | $200,536,056 | 6 | April 29, 2024 |
| October 2025 | $218,154,147 | 5 | March 24, 2025 |
| October 2026 | $258,925,194 | 4 | March 26, 2026 |

Regulatory assets under management: $180,482,131 in the October 2022 data and $258,925,194 in the October 2026 data, up 43%.
Total employees: 6 in October 2022 and 4 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Employees performing advisory functions went from 5 to 4.
- Regulatory assets under management went from $218,154,147 to $258,925,194 (+19%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. An Exceptional Life Financial, LLC (CRD 288742): Form ADV filing data as of October 2026.