Centerpiece Wealth Advisor
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Centerpiece Wealth Advisor provides comprehensive financial planning and wealth management to wealthy families, business owners, and affluent professionals, offering written financial plans that cover investment planning, tax planning, risk management, retirement planning and related services. The firm implements those plans through discretionary and non‑discretionary asset management and, for clients meeting its threshold, offers tax filing services tied to assets under management.
Investment decisions are built around a client‑specific Investment Policy Statement and fundamental analysis, with portfolios that may include equities, mutual funds, exchange‑traded funds, and a range of fixed‑income and structured instruments. All client accounts are managed through the firm’s wrap fee program—fees bundle advisory, trading and transaction costs—and accounts are custodied at Fidelity under the firm’s directed‑custodian arrangement.
What distinguishes the firm from many peers is its exclusive use of a wrap fee program for all clients and its disclosure that it bears trade execution costs and receives a trading and portfolio management interface and research from Fidelity that is not available to retail investors. The advisory team’s professional credentials (including CPA, CFP, PFS and CWS designations), the firm’s small two‑advisor structure with roughly $138.6 million in AUM across about 75 clients, and the $2 million AUM threshold for offered tax‑filing services are additional features that may be less common among similarly sized firms.
Client services
Expertise
Occupation focus
Fee options
$0 - $1,000,000: 1.2% $1,000,001 - $2,000,000: 1.1% $2,000,001 - $3,000,000: 1.0% $3,000,001 - $4,000,000: 0.9% $4,000,001 - $5,000,000: 0.8% $5,000,001 - $6,000,000: 0.7% $6,000,001+: 0.6%
Account minimum: $2,250 minimum quarterly fee (may be waived at discretion) Minimum fee: $2,250 minimum quarterly fee to open an account, may be waived at discretion
Main office
6400 S Fiddlers Green Cir Ste. 300
Greenwood Village CO 80111
Advisors at this office
2
Most active in
Colorado · North Carolina · Texas
Also doing business as
Centerpiece Wealth Advisor · Centerpiece Wealth Advisor L.L.C.
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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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
Aaron L
CFP®, PFS™, Series 66
Greenwood Village, CO
Centerpiece Wealth Advisor
Aaron Leatherwood is a CFP® and PFS™ credentialed advisor with 12 years of industry experience. He has worked at firms including Destiny Capital Corporation, Destiny Capital Securities Corp, and Schwab Private Client Investment Advisors. He is an adjunct professor at the College for Financial Planning and serves on the board of Spark the Change Colorado, a nonprofit supporting elderly community members and those with mental illness. Centerpiece Wealth Advisor serves wealthy families, business owners, and affluent professionals by providing comprehensive financial planning and tailored wealth management through a single wrap-fee program. The firm’s investment decisions follow a written Investment Policy Statement and involve fundamental analysis across various asset classes, with all client assets managed within its wrap program.
Jason B
Series 63, Series 66
Greenwood Village, CO
Centerpiece Wealth Advisor
Jason Baer is a financial advisor with Centerpiece Wealth Advisor in Greenwood Village, Colorado, holding Series 63 and Series 66 licenses and bringing 17 years of industry experience. He previously worked at Schwab Private Client Investment Advisory, Inc. and Charles Schwab. Outside of finance, Baer is a 10 percent owner of Hair by Sarah Baer LLC, a hair salon business where he assists with accounting. Centerpiece Wealth Advisor serves wealthy families, business owners, and affluent professionals by providing comprehensive financial planning and tailored wealth-management services through a single wrap-fee program. The firm emphasizes fundamental analysis and manages all client assets within its wrap program, requiring Fidelity custody to deliver trading, investment management, and limited tax-filing support.
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