A complete list of active advisors currently associated with Centorbi Financial Group, Inc.

Warmer can help you find a great advisor at Centorbi Financial Group, Inc. or one who fits your needs even better.

Centorbi Financial Group provides investment advisory and financial planning services to individual and high‑net‑worth clients, offering both discretionary and non‑discretionary portfolio management as well as written financial plans. The firm reports roughly $38.6 million in assets under management and generally requires a $250,000 minimum to open an advisory account. Advice is delivered through separate offerings — an asset‑management program (“Wealth Builder”) and a financial planning program (“Legacy Experience”) — with managed accounts reviewed at least quarterly and strategies that may include asset allocation, dollar‑cost averaging, technical analysis, and long‑ or short‑term purchases. Financial planning engagements may be billed as negotiated flat fees, hourly fees, or ongoing subscription fees, and the firm provides a one‑time plan with the option to engage for ongoing services. Notable differences from many peers include the availability of subscription‑based planning (with payments handled via a third‑party payment processor) in addition to traditional fee arrangements, and the firm’s principal is a licensed insurance agent who may offer commissionable insurance products (a disclosed conflict of interest). The brochure also discloses the firm’s use of Standing Letters of Authorization for transfers — a practice that results in the firm being deemed to have custody for certain purposes — and a custodial relationship with Charles Schwab that provides non‑cash benefits to the firm.

To learn more about the advisors currently working at Centorbi Financial Group, Inc., 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.