Advisor at Centaurus Financial, Inc.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Centaurus Financial, Inc.
Location
Morgantown, WV 26508
Credentials
CFP®, Series 66
Industry experience
5 years
Isaac Stolar is a CFP® with five years of industry experience, currently affiliated with Centaurus Financial, Inc. since 2020. He has also worked with Orion Financial and held positions at The Citadel and West Virginia University. Outside of his advisory work, he creates product review videos on YouTube through his channel, The Stolar System. Centaurus Financial, Inc. provides advisory services through a network of independent representatives to individuals, families, businesses, and institutions, offering financial planning, investment management, and access to third-party money managers.
Based on Centaurus Financial, Inc.
Based on Centaurus Financial, Inc.
$0+: up to 2.25% annually (maximum advisory fee) $25,000+: up to 1.50% annually for Advisory Annuity and Variable Life Management programs $25,000+: 1.35% annually for Adviser-Directed program
Commission may be received on sales of annuities, variable life policies, and alternative investments purchased through affiliated Broker-Dealer; advisory fees waived for 12 months following purchase if commission received
Financial planning and consulting services fees are negotiable and may be charged on an hourly basis, specific rates not stated
Account minimum: $25,000 Fee-only: Negotiable fees, generally asset-based, ranging up to 2.25% annually for most advisory programs; financial planning fees negotiable based on services provided; TPMM advisory fees range from 1.00% to 3.00%
1211 Cheat Road
Morgantown, WV 26508
Alabama · Colorado · Florida · Hawaii · Indiana · Pennsylvania · Utah · Washington · West Virginia · Wyoming
Centaurus Financial Inc.
2020 - Present (6 years)
Orion Financial
2019 - Present (7 years)
Unemployed
2019 - 2019 (1 year)
The Citadel/WVU
2015 - 2019 (4 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.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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.
Is not active or affiliated with:
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.
Series 63, Series 65
Morgantown, WV
Huffman & Ross Wealth Management LLC
CFP®
Fairmont, WV
Blackwater Financial
I’m a Certified Financial Planner and the founder of Blackwater Financial. I’ve spent a decade working in wealth management and creating financial plans. I’ve worked in firms big and small, and with clients from every walk of life. I’ve served engineers, physicians, graphic designers, attorneys, teachers, college professors, tech workers, blue collar workers and many, many more. I’ve held the titles of Financial Advisor, Team Leader, and Director of Financial Planning. Most importantly, I love what I do and genuinely enjoy coming to work everyday. During the first decade of my career, I became very disenchanted with the way most advisors serve clients who are still in the wealth accumulation stage of life. I created Blackwater Financial to fix this problem.
Series 63, Series 65
Morgantown, WV
Huffman & Ross Wealth Management LLC
Series 63, Series 66
Fairmont, WV
Alden investment Group
Series 63, Series 65
Morgantown, WV
Wesbanco Securities, Inc.
Series 66
Morgantown, WV
Primerica Advisors
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