Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$326,036,978
Total clients
259
37% high-net worth
Total advisors
4
of 8 employees
Firm size
Team
4-10 advisors or $500M+ in AUM
Average clients per advisor
65
Average account size
$1,258,830
Centerline Wealth Advisors works with individuals, high-net-worth clients, trusts, estates, retirement plans, corporations, and other entities to provide wealth management, financial planning and consulting, and retirement plan advisory services. The firm also offers a branded Biz2Beach® exit planning service and facilitates implementation through third-party sub-advisors and Dynasty’s platform, while incorporating fee-based insurance products into client engagements.
The firm describes an investment process rooted in an asset-allocation approach derived from Modern Portfolio Theory, using ETFs, mutual funds, individual securities, municipal and corporate bonds, and independent managers, with ongoing monitoring and rebalancing. Centerline can delegate day-to-day trading to third-party managers via Dynasty’s SMA/UMA programs, lists margin transactions among its investment strategies, and uses the Pontera system to view and manage held-away accounts.
Notable distinctions in the brochure include that firm representatives act as insurance agents/brokers and the firm may charge an advisory fee on managed insurance products, a potential conflict the disclosure addresses. The brochure also details the firm’s use of Dynasty’s TAMP and separate program fees, the Biz2Beach exit-planning offering, and an explicit disclosure that the firm does not provide cash or non-cash compensation for testimonials or endorsements.
Flat fees for financial planning and consulting services, negotiable, not to exceed $25,000; 50% upfront retainer may be required
$0+: 0.40% - 2.00% annually, varying by assets managed and complexity; fees negotiable and minimum fees may be waived at management discretion $0+: 0.4% - 1.58% annually for Biz2Beach Exit Planning Services depending on business revenue and number of owners $0+: Dynasty Program Fees ranging from 0.03% to 0.16% depending on program, with additional independent manager fees of 0% to 1.50% $0+: Independent fixed income manager fees 0% - 0.90% annually $0+: Independent equity manager fees 0% - 1.50% annually
Hourly fees charged for financial planning and consulting services based on scope and complexity
Account minimum: $1,000,000 Minimum fee: Minimum annual fee of $10,000 for Biz2Beach Exit Planning Services; Dynasty Program minimum account fees range from $60 to $120 depending on program Fee-only: Hourly and flat fees for financial planning and consulting services; flat fees not to exceed $25,000; hourly fees charged based on scope and complexity
Centerline Wealth Advisors, LLC
10200 Forest Green Blvd., Suite 306
Louisville KY 40223, United States
Number of offices
1
Indiana · Kentucky · Louisiana · Tennessee · Texas
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.
Series 63, Series 65
Louisville, KY
Centerline Wealth Advisors, LLC
Series 66
Louisville, KY
Centerline Wealth Advisors, LLC
Series 63, Series 65
Louisville, KY
Centerline Wealth Advisors, LLC
CFP®, Series 63, Series 65
Louisville, KY
Centerline Wealth Advisors, LLC
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