A complete list of active advisors currently associated with Centennial Wealth Advisory, LLC

Warmer can help you find a great advisor at Centennial Wealth Advisory, LLC or one who fits your needs even better.

Centennial Wealth Advisory, LLC provides discretionary portfolio management to individuals, high‑net‑worth clients, and business entities, documenting client objectives in an Investment Policy Statement and overseeing asset allocation and ongoing monitoring. In addition to investment management, the firm offers tax preparation services and may direct clients to third‑party investment advisers for portions of client assets. The firm’s investment process draws on fundamental analysis and modern portfolio theory and emphasizes long‑term trading and the selection of outside money managers to implement strategies. Centennial typically requires clients to use specified custodians and seeks authority to trade without prior client consent, with fees billed from custodial accounts and fee‑sharing arrangements with third‑party managers. Notable differences from many peers include that several supervised persons are licensed insurance agents who may receive commissions for insurance and other financial product sales, a conflict the brochure discloses and says will be documented in client files. The brochure also highlights the firm’s practice of charging for standalone tax preparation and its reliance on fee‑sharing with third‑party managers and custodial relationships (including standing letters of authorization) rather than offering a separate comprehensive financial‑planning service.

To learn more about the advisors currently working at Centennial Wealth Advisory, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.