Centric Advisors, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$172,967,790
Clients
913
Advisors
5
across 2 offices
About
Centric Advisors provides portfolio management and financial planning to individuals, high‑net‑worth individuals, corporations, and charitable organizations. The firm offers ongoing discretionary and non‑discretionary portfolio management alongside comprehensive and basic financial planning, and generally limits its advice to mutual funds, fixed income, equities, ETFs, real estate funds, annuities, and commodities.
The firm’s investment process combines fundamental, technical, and cyclical analysis and uses both long‑term and short‑term trading approaches, including margin, short sales, and options strategies; Centric typically seeks discretionary trading authority and conducts at least annual reviews of client portfolios. Financial plans are tailored to each client’s income, tax situation, time horizon, and risk tolerance, and may be delivered as a one‑time plan or supported with ongoing implementation and monitoring.
Centric’s brochure discloses several third‑party relationships and potential conflicts that distinguish it from many peers: principals own an affiliated insurance agency and many advisers are licensed insurance agents, the firm participates in Charles Schwab and Fidelity advisory programs and may receive research and practice‑management benefits, and it maintains solicitor arrangements that disclose referral compensation ranging from 5% to 50% of advisory fees. The firm also operates with no stated account minimum and documents the use of higher‑risk trading tools (short sales, uncovered options, margin), which may be relevant for prospective clients assessing risk tolerance.
Client services
Expertise
Fee options
Basic financial planning fixed fees range from $250 to $10,000; comprehensive financial planning upfront charge $250 to $20,000
Negotiated between 0.25% - 2.50% annually
$100 to $500 per hour for financial planning; $150 to $500 per hour for other hourly services
Main office
See office12549 Louetta Road
Cypress TX 77429
Advisors at this office
3
Offices (2)
Most active in
California · Maine · Texas · Vermont
Also doing business as
Centric · Centric Advisors, LLC · Centric Partners · Centric Retirement · Centric Wealth · Majors & Mondragon, LLC. · Titan Advisory Services, 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
Ward M
Series 63, Series 66
Cypress, TX
Centric Advisors, LLC
Ward Molen is a financial advisor with Centric Advisors, LLC, holding Series 63 and Series 66 licenses and bringing 22 years of industry experience. He has worked at multiple firms including 1st Global Insurance Services and Cetera Advisors, and serves as president of Molen & Associates, LLC, a tax preparation and accounting services business. Molen is also involved in mobile app development through a partnership in Molen Tax App, LLC. Centric Advisors provides portfolio management and financial planning services to individuals, high-net-worth clients, corporations, and charitable organizations. The firm combines fundamental, technical, and cyclical analysis with both long-term and short-term trading strategies, offering tailored financial plans and discretionary portfolio management.
Zachary M
CFP®, Series 66
Cypress, TX
Centric Advisors, LLC
Zachary Majors is a CFP® with 16 years of industry experience. He is a principal at Centric Advisors, LLC, where he has worked since 2016, and previously affiliated with Cetera Investment Services LLC. Outside of his advisory role, Majors provides consulting services through Majors Family Holdings LLC, focusing on business growth and operational efficiency. Centric Advisors offers portfolio management and financial planning services to individuals, high-net-worth clients, corporations, and charitable organizations. The firm employs a combination of fundamental, technical, and cyclical analysis in its investment approach and utilizes a range of trading strategies including margin, short sales, and options.
Bently F
Series 63
Tyler, TX
Centric Advisors, LLC
Bently Ford is a financial advisor at Centric Advisors, LLC with 28 years of industry experience. He holds a Series 63 designation and has worked at firms including Capital Asset Advisory Services and Questar Asset Management. Outside of his advisory role, Ford owns and operates an insurance agency focused on fixed insurance products in East Texas. Centric Advisors serves individuals, high-net-worth clients, corporations, and charitable organizations by providing portfolio management and financial planning services. The firm employs fundamental, technical, and cyclical analysis to implement varied investment strategies and manages approximately $227 million in client assets.
Oscar M
CFP®, Series 63, Series 65
Cypress, TX
Centric Advisors, LLC
Oscar Mondragon is a CFP® professional with 13 years of industry experience. He is a principal at Centric Advisors, LLC, where he has worked for over a decade, and has also held roles with Cetera Investment Services LLC since 2026. Outside of his advisory duties, Mondragon is a licensed insurance agent and operates a consulting firm focused on coaching individuals and businesses in revenue growth, profitability, and organizational development. Centric Advisors, LLC provides portfolio management and financial planning services to individuals, high-net-worth clients, corporations, and charitable organizations. The firm employs a combination of fundamental, technical, and cyclical analysis and utilizes both long- and short-term trading strategies while tailoring financial plans to clients’ individual circumstances.
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