Center for Asset Management, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Center for Asset Management provides discretionary asset management, written financial planning, and retirement-plan consulting to individuals, high-net-worth clients, and pension/profit-sharing plans. The firm also offers occasional educational seminars and workshops and implements client portfolios through qualified custodians and third‑party platforms.
The firm’s advisers employ charting, fundamental and technical analysis and may use mutual funds, ETFs, individual equities, fixed income and options strategies across both short- and long-term trading horizons. Many client accounts are managed on the AssetMark advisory platform, where the firm selects Investment Solutions or sub‑advisers and retains responsibility for overall suitability and allocation decisions.
The brochure discloses several features that distinguish the firm from many peers: a principal who provides legal services through a separate law practice, advisers who are licensed to sell insurance and annuities (with potential commission conflicts), and a prior regulatory consent order and fine in 2017. The firm also describes platform-related business development allowances and the availability of seminars, each noted in the brochure as arrangements that clients should consider when evaluating potential conflicts of interest.
Client services
Expertise
Fee options
$0+: 0.70% to 1.50% annually (negotiable) $0+: AssetMark platform fee 0.10% to 1.0% annually (depending on Investment Solutions/Sub-Advisers)
$300 per hour for financial planning and consulting services
Account minimum: $10,000 (minimum account size, waivable) Fee-only: Financial planning and consulting charged at $300 per hour
Main office
3399 Pga Boulevard, Ste 320
Palm Beach Gardens FL 33410
Advisors at this office
2
Most active in
Connecticut · Florida · New York · North Carolina · Texas
Also doing business as
Center For Asset Management, LLC · Name 204
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Lawyer
They provide legal services, typically billed separately.
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.
-
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.
Quick links
Advisors at this firm
Peter B
Series 66
Palm Beach Gardens, FL
Center for Asset Management, LLC
Peter Blatt is a financial advisor at Center for Asset Management, LLC with 25 years of industry experience. He holds a Series 66 designation and has been with Center for Asset Management since 2008. In addition to his advisory role, he is a licensed attorney practicing estate planning law through Blatt Legal, PLC. Center for Asset Management provides discretionary asset management, financial planning, and retirement-plan consulting services to individuals, high-net-worth clients, and pension/profit-sharing plans. The firm employs a range of investment strategies including fundamental and technical analysis and manages many accounts through the AssetMark advisory platform.
Darren H
Series 65
Palm Beach Gardens, FL
Center for Asset Management, LLC
Darren Hardersen is a financial advisor with Center for Asset Management, LLC and holds a Series 65 designation. He has 18 years of industry experience, including roles at Blatt Financial Group and his own firm, Tdhg Hardersen Group Inc. In addition to advisory work, he is involved in commission-based insurance sales through Blatt Financial Group LLC. Center for Asset Management, LLC serves individual and high-net-worth clients as well as retirement and profit-sharing plans, offering discretionary asset management, financial planning, and retirement-plan consultations. The firm manages approximately $229 million for about 284 clients, utilizing a combination of charting, fundamental, and technical analysis, with strategies that include long- and short-term trading and options writing.
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)