Netting & Pace will be adding 16 staff members - including six CPAs - to the Exencial team, taking the total company size to 57 employees. The combined entity will have around $1.5 billion in AuM, serving around 860 households.

“Netting & Pace’s deep knowledge of tax planning services is a welcome complement to our investment and financial planning capabilities, enabling us to better offer our clients the top-shelf services they expect and deserve,” said John Burns, co-chief executive at Exencial. 

In addition to San Antonio, Exencial has offices in Oklahoma City, Old Lyme, CT, and Plano, TX.