How does the advisor help clients – Key Takeaways:
CENTENNIAL WEALTH ADVISORY, LLC provides comprehensive financial planning and investment management services to individuals, families, and small businesses. Their team of experienced financial advisors work closely with each client to create customized plans to help them achieve their financial goals.
Facts and Insights
CENTENNIAL WEALTH ADVISORY, LLC is an independent financial advisory firm that was established in 2005. They currently have over $500 million in assets under management and serve clients nationwide. Their team consists of 8 advisors, each with an average of 15 years of industry experience.
Assets Under Management, Number of Advisors and Time in Business:
| Year Established | Total Assets Under Management (AUM) | Number of Advisors |
|---|---|---|
| 2005 | $500 million | 8 |
Financial Services Offered
- Retirement planning
- Investment management
- Tax planning
- Estate planning
- Risk management and insurance
- Education funding
Client Types
CENTENNIAL WEALTH ADVISORY, LLC serves a diverse group of clients including:
- Individuals
- High-net-worth individuals
- Families
- Small businesses
Fees & Compensation
The fee structure at CENTENNIAL WEALTH ADVISORY, LLC is based on a percentage of AUM. This means that clients only pay for the services they need and as their assets grow, the firm’s compensation increases as well. They do not charge commissions or receive any form of compensation from third parties, ensuring that their advice is completely unbiased and in the best interest of their clients.
Background
The team at CENTENNIAL WEALTH ADVISORY, LLC has a combined 120 years of experience in the financial industry. They pride themselves on providing personalized and objective financial advice based on their clients’ unique needs and goals. The firm is dedicated to helping their clients achieve financial success and security.
Financial Advisor Disclosures to Know
CENTENNIAL WEALTH ADVISORY, LLC is a registered investment advisor and is required by law to disclose any potential conflicts of interest. Their advisors have a fiduciary duty to act in the best interest of their clients at all times and must disclose any conflicts of interest that may arise. The firm has a strict code of ethics and their advisors undergo regular compliance training to ensure that they are always acting in their clients’ best interest.