An Exceptional Life Financial provides financial planning, portfolio management for individuals and small businesses, pension consulting, and educational seminars. Financial planning was provided to 251–500 clients last fiscal year.
An Exceptional Life Financial reports 378 clients. They include 317 individual clients, 53 high-net-worth individuals, and 8 pension and profit-sharing plans. Of its assets, 98.7% ($256M across 941 accounts) are managed with discretion; $3.25M across 8 accounts are not.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 84% | 20% |
| High-net-worth individuals | 14% | 79% |
| Pension and profit-sharing plans | 2% | 1% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 317 | $51M | 19.7% | $161K |
| High-net-worth individuals | 53 | $205M | 79.1% | $3.86M |
| Pension and profit-sharing plans | 8 | $3.25M | 1.3% | $407K |
| Total | 378 | $259M | 100% | $685K |
- Clients
- 317
- Regulatory AUM
- $51M
- AUM share
- 19.7%
- Avg. per client
- $161K
- Clients
- 53
- Regulatory AUM
- $205M
- AUM share
- 79.1%
- Avg. per client
- $3.86M
- Clients
- 8
- Regulatory AUM
- $3.25M
- AUM share
- 1.3%
- Avg. per client
- $407K
Total
- Clients
- 378
- Regulatory AUM
- $259M
- AUM share
- 100%
- Avg. per client
- $685K
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 251–500
An Exceptional Life Financial is paid through a percentage of assets under management, hourly charges and fixed fees (other than subscription fees). The reviewed brochures do not disclose an asset-based fee rate. Read the SEC-filed brochure. The brochure also prices 6 other services, listed under fee details.
Fee details and sources
Other fees
- Employee Benefit Plan Services
- Plan services cost a flat $2,000 to $5,000 a year for plans under $500,000 in assets, or a percentage of plan assets not exceeding 1.00%.
- Financial Planning, Annual Engagement
- Annual financial planning engagements cost $1,500 to $6,000; work beyond fifteen hours is billed at $200 per hour.
- Financial Planning, Hourly
- Financial planning is billed hourly at $300 per hour, in tenth-of-an-hour increments.
- Foundation Client Services
- Foundation Client Service fees range from $1,800 to $3,000 per year, plus a $150 to $250 upfront fee for new clients.
- Premier Client Services
- Premier Client Service fees range from $4,000 to $6,000 per year, plus a $750 upfront fee for new clients.
- Tax Preparation
- Tax preparation fees range from $350 to $1,000, based on the complexity of the return.
Mychal Eagleson owns 75% or more of An Exceptional Life Financial. The leadership team of An Exceptional Life Financial includes President Mychal Eagleson. It has 4 employees.
Staff
- 4 employees
- 4 in advisory functions
- 4 state-registered reps
- 2 insurance agents
- Owns 75% or more of An Exceptional Life Financial, LLC
Mychal Eagleson
Control person · since April 2017
An Exceptional Life Financial’s regulatory assets grew from $180M (June 2022) to $259M (March 2026); clients rose from 212 to 378 and employees fell from 5 to 4.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | StaffEmployees | Offices |
|---|---|---|---|---|
| Mar 2026March 2026 | $259M | 378 | 4 | 1 |
| Mar 2025March 2025 | $218M | 406 | 5 | 1 |
| Apr 2024April 2024 | $201M | 417 | 6 | 1 |
| Aug 2023August 2023 | $177M | 350 | 4 | 2 |
| Jun 2022June 2022 | $180M | 212 | 5 | 2 |
Besides its headquarters, An Exceptional Life Financial has 0 offices, with 1 listed address in 1 state.
Indiana · 1 listed address
- 5455 W 86th St, Suite 205, IndianapolisHQ
Other business names
An Exceptional Life Financial has reported 2 other business names to the SEC.
- Ael Wealth Management
- Teach Plan Retire
Contact and registration details
- Legal name
- An Exceptional Life Financial, LLC
- Headquarters
- 5455 W 86th St, Suite 205, Indianapolis, IN 46268
- Website
- Not reported
- Phone
- 317-941-6492
- SEC file
- 801-123528
- Structure
- Indiana LLC
- Fiscal year end
- December
An Exceptional Life Financial’s named custodians for separately managed accounts are Fidelity ($204M, 80%) and Altruist ($49.7M, 20%). An Exceptional Life Financial does not have custody of client assets.
- FidelityFidelity Brokerage Services LLC · Smithfield, RI · $204M80%
- AltruistAltruist Financial LLC · Culver City, CA · $49.7M20%
At year end, An Exceptional Life Financial’s separately managed accounts were mostly in stocks (72%) and funds (19%).
What the accounts hold
- Stocks72%
- Funds19%
- Cash8%
Filed values cover 99%. The neutral 1% gap has no reported category.
How many clients does An Exceptional Life Financial have?
An Exceptional Life Financial has 378 clients and manages $259 million for them, as of March 2026. They include 317 individual clients, 53 high-net-worth individuals, and 8 pension and profit-sharing plans.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 26 March 2026
What services does An Exceptional Life Financial offer?
An Exceptional Life Financial provides financial planning, portfolio management for individuals and small businesses, pension consulting, and educational seminars.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
Which custodians does An Exceptional Life Financial use?
An Exceptional Life Financial’s separately managed account assets are held at Fidelity Brokerage Services LLC (Smithfield, RI), with $204M and Altruist Financial LLC (Culver City, CA), with $49.7M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 26 March 2026
How many financial advisors does An Exceptional Life Financial have?
An Exceptional Life Financial has 4 investment adviser representatives registered with state securities authorities, out of 4 employees, and 4 perform investment advisory functions. 0 employees are registered representatives of a broker-dealer and 2 employees are licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does An Exceptional Life Financial invest in?
At the end of its last fiscal year, An Exceptional Life Financial’s separately managed accounts held 72% exchange-traded equities, 19% registered funds (mutual funds, ETFs, BDCs) and 8% cash and equivalents.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns An Exceptional Life Financial?
An Exceptional Life Financial’s direct owner is Mychal Eagleson (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 26 March 2026
How does An Exceptional Life Financial get paid?
An Exceptional Life Financial is paid through a percentage of assets under management, hourly charges and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact An Exceptional Life Financial?
An Exceptional Life Financial’s main office is at 5455 W 86th St, Suite 205, Indianapolis, IN 46268. Its phone number is 317-941-6492.