Centerline Wealth Advisors, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$312,996,208
Clients
259
Advisors
4
of 8 employees
About
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.
Client services
Expertise
Occupation focus
Demographic focus
Fee options
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
Main office
10200 Forest Green Blvd., Suite 306
Louisville KY 40223
Advisors at this office
4
Most active in
Indiana · Kentucky · Louisiana · Tennessee · Texas
Also doing business as
Ballad Advisors, LLC · Ballad Investments, LLC · Centerline Wealth Advisors, LLC
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.
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.
Quick links
Advisors at this firm
Andrew A
Series 63, Series 65
Louisville, KY
Centerline Wealth Advisors, LLC
Andrew Arnold is a financial advisor with Centerline Wealth Advisors, LLC in Louisville, KY, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has been with Centerline Wealth Advisors since 2015 and previously worked at Purshe Kaplan Sterling Investments. Outside of his advisory role, Arnold is involved as a partner and consultant in Reach Alert LLC, a communication technology startup, and serves on the board of Opal's Dream Foundation, a charitable organization. Centerline Wealth Advisors provides wealth management, financial planning, and retirement plan advisory services to individuals, high-net-worth clients, trusts, estates, and corporations. The firm employs an asset-allocation investment process based on Modern Portfolio Theory, utilizing ETFs, mutual funds, bonds, independent managers, and third-party trading platforms.
Matthew H
Series 66
Louisville, KY
Centerline Wealth Advisors, LLC
Matthew Hunt is a financial advisor with Centerline Wealth Advisors, LLC in Louisville, KY, holding a Series 66 designation and 23 years of industry experience. He has worked at Centerline Wealth Advisors since 2015 and previously at Purshe Kaplan Sterling Investments from 2015 to 2024. Centerline Wealth Advisors serves individual and high-net-worth clients as well as employer plan sponsors, offering wealth management, financial planning, and retirement-plan consulting. The firm’s investment approach centers on an asset-allocation process based on Modern Portfolio Theory, utilizing a range of investment vehicles and third-party managers with ongoing monitoring and rebalancing.
Jack W
CFP®, Series 63, Series 65
Louisville, KY
Centerline Wealth Advisors, LLC
Jack Wilson is a financial advisor at Centerline Wealth Advisors, LLC in Louisville, KY, with four years of industry experience. He holds the CFP® designation along with Series 63 and Series 65 licenses. Prior to joining Centerline Wealth Advisors in 2025, he worked at New York Life and New York Life Securities LLC from 2021 to 2025. Centerline Wealth Advisors provides wealth management, financial planning, and retirement plan advisory services to individuals, high-net-worth clients, trusts, estates, corporations, and other entities. The firm employs an asset-allocation investment approach based on Modern Portfolio Theory and offers specialized services such as the Biz2Beach® exit planning program.
Jeffrey W
CFP®, Series 63, Series 65
Louisville, KY
Centerline Wealth Advisors, LLC
Jeffrey Wood is a CFP® with four years of industry experience, currently serving at Centerline Wealth Advisors, LLC. His prior roles include positions at Yellow Cardinal Advisory Group, State Farm Insurance, and AmeriSave Mortgage Corporation. Centerline Wealth Advisors serves individual and high-net-worth clients as well as employer plan sponsors, providing wealth management, financial planning, retirement-plan consulting, and exit-planning services. The firm employs an asset-allocation approach based on Modern Portfolio Theory and utilizes a range of investment vehicles, including mutual funds, ETFs, bonds, and third-party managers.
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