Advisor at Centura Wealth Advisory
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Firm
Centura Wealth Advisory
Location
Jenkintown, PA
Credentials
Series 66
Industry experience
11 years
Evan Fitzpatrick is a financial advisor at Centura Wealth Advisory with 11 years of industry experience and holds a Series 66 designation. He has previously worked at Merrill, UBS Financial Services Inc., Interchange Capital Partners, and Osaic FA, Inc. Centura Wealth Advisory serves a diverse client base including individuals, retirement plans, trusts, estates, charitable organizations, and corporations, providing financial planning, consulting, investment management, and retirement plan advisory services. The firm manages approximately $769 million in regulatory assets, primarily on a discretionary basis, and employs a customized investment approach that includes mutual funds, ETFs, alternative investments, structured products, and allocations to independent managers.
Based on Centura Wealth Advisory
Based on Centura Wealth Advisory
Based on Centura Wealth Advisory
Fixed fees up to $250,000 for financial planning and consulting services
$0+: up to 1.25% annually for investment management services $0+: up to 1.25% annually for retirement plan advisory services
Certain Supervised Persons offer insurance products on commission basis separately
Hourly consulting fees from $170 to $1,170 depending on the scope and complexity
Account minimum: $2,000,000 Fee-only: Financial planning and consulting fees on fixed and hourly basis; fixed fees up to $250,000, hourly fees range from $170 to $1,170 depending on scope and professional
Jenkintown, PA
Pennsylvania
CCG Wealth Management LLC
2024 - Present (2 years)
Osaic FA, Inc.
2022 - 2024 (2 years)
Osaic FA, Inc.
2022 - 2024 (2 years)
Interchange Capital Partners
2022 - 2022 (1 year)
Interchange Capital Partners
2020 - 2022 (2 years)
UBS Financial Services
2018 - 2020 (2 years)
UBS Financial Services
2018 - 2020 (2 years)
Merrill
2013 - 2018 (5 years)
Merrill
2013 - 2018 (5 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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CFP®, Series 65
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Series 65
Wayne, PA
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