Centorbi Financial Group, Inc.
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$38,571,499
Total clients
86
19% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
86
Average account size
$448,506
About
Centorbi Financial Group provides investment advisory and financial planning services to individual and high‑net‑worth clients, offering both discretionary and non‑discretionary portfolio management as well as written financial plans. The firm reports roughly $38.6 million in assets under management and generally requires a $250,000 minimum to open an advisory account.
Advice is delivered through separate offerings — an asset‑management program (“Wealth Builder”) and a financial planning program (“Legacy Experience”) — with managed accounts reviewed at least quarterly and strategies that may include asset allocation, dollar‑cost averaging, technical analysis, and long‑ or short‑term purchases. Financial planning engagements may be billed as negotiated flat fees, hourly fees, or ongoing subscription fees, and the firm provides a one‑time plan with the option to engage for ongoing services.
Notable differences from many peers include the availability of subscription‑based planning (with payments handled via a third‑party payment processor) in addition to traditional fee arrangements, and the firm’s principal is a licensed insurance agent who may offer commissionable insurance products (a disclosed conflict of interest). The brochure also discloses the firm’s use of Standing Letters of Authorization for transfers — a practice that results in the firm being deemed to have custody for certain purposes — and a custodial relationship with Charles Schwab that provides non‑cash benefits to the firm.
Client services
Financial planning
Portfolio management
Expertise
Income planning
Retirement income strategy
General estate planning guidance
Fee options
Negotiated fixed fees ranging from $497 to $50,000; one-time setup fee of $497 may be charged
$0 - $999,999: 1.20% $1,000,000 - $2,499,999: 0.75% $2,500,000 - $4,999,999: 0.50% $5,000,000 - $9,999,999: 0.40% $10,000,000+: 0.30%
$200 to $1,000 per hour
Negotiated subscription fees ranging from $100 to $5,000 per month or quarter
Account minimum: $250,000 Fee-only: Negotiated fixed fee, hourly fees, or subscription fees for financial planning services
Main office location
Centorbi Financial Group, Inc.
1001 Boardwalk Springs Place, Suite 111
O'fallon MO 63368, United States
Number of offices
2
Most active in
Centorbi Financial Group, Inc. has reported serving >5 clients in these states in the last 12 months.
Missouri
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
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