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
Apple Valley, CA 92307
Credentials
Series 66
Industry experience
3 years
$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%
ArchAngel Tax Planning
2025 - Present (1 year)
Centaurus Financial Inc.
2022 - Present (4 years)
Glorietta Management Group, Inc.
2020 - Present (6 years)
ArchAngel Financial Services, Inc.
2012 - Present (14 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
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