MedCentric Financial Network
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
MedCentric Financial Network operates an internet-based referral network that connects healthcare professionals and other highly compensated individuals with pre-screened, independent fee‑only financial advisors. The firm does not provide financial planning, portfolio management, custody, or periodic account reporting itself; it facilitates introductions and provides referrals with each advisor’s disclosure materials.
The firm’s advisor selection process emphasizes professional credentials (including CFPs), regulatory and ethical compliance, multi‑year experience, and fee‑only compensation; candidate advisors are evaluated for cost effectiveness and adherence to a defined code of ethics. MedCentric’s role is limited to vetting and recommending advisors and it recommends that referrals perform their own due diligence and enter into separate written agreements with chosen advisors.
Compared with typical independent advisory firms, MedCentric is unusual in that it reports no assets under management, does not provide portfolio management or accept investment discretion or custody, and is not compensated via a portion of an advisor’s investment management fees. The firm’s narrow focus on highly compensated medical and similar professionals and its founder’s combined medical and financial‑planning background are distinctive elements that shape its vetting and referral model.
Client services
Expertise
Occupation focus
Demographic focus
Fee options
Fee-only: Advisors in the network are compensated on a fee-only basis; specific fees vary by independent Advisors and are disclosed in their separate agreements.
Main office
Newport Beach CA
Advisors at this office
1
Most active in
California
Also doing business as
Medcentric · Medcentric Financial Network
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.
Forms ADV
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