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Updated September 28, 2026. Quick answer: Centaurus Financial is registered with the SEC as an investment adviser (CRD #30833, confirmed ACTIVE this session via SEC IAPD). Per its own current fee brochure, a $500,000 account would run up to $11,250 a year (the published maximum) under its published fee schedule. Already a client and thinking about leaving? Budget $50 at Schwab, or $150 at Pershing, depending on your custodian. This review covers what its own fee brochure and current SEC registration confirm today; it does not assess fiduciary status or account minimums.
More on this firm: Centaurus Financial Fees and How to Leave Centaurus Financial.
Centaurus Financial at a glance
| Fact | What Centaurus Financial’s own pages say |
|---|---|
| Legal entity | Centaurus Financial, Inc. |
| Registration | Centaurus Financial, Inc. is registered with the SEC as an investment adviser (CRD #30833, confirmed ACTIVE this session via SEC IAPD). |
| Fee on a $500,000 account | Up to $11,250 a year (the published maximum), per its own current brochure |
| Minimum to open an account | Not assessed in this review; see Item 5 of its Form ADV Part 2A |
| Cost to leave (exit fee) | $50 at Schwab, or $150 at Pershing, depending on your custodian |
What Centaurus Financial’s own fee schedule charges
Centaurus Financial, Inc. is a dually registered broker-dealer and investment adviser based in Anaheim, California, and it is the legal entity named in the brochure. The priced figure is the maximum advisory fee for individual clients, whom the brochure lists among its clients, in its CLASSIC Plus fee-based programs.
“The maximum advisory fee that an IAR may charge is determined by CFI or the applicable TPMM and is set forth in the program fee schedule below: CLASSIC Plus Programs Advisory Fee Billing Method Account Custodian Minimum Account Value Maximum Advisory Fee Alpha (N1X) Monthly in Arrears Pershing LLC $25,000 2.25%”
Each balance is priced at the 2.25% maximum annual advisory fee applied to the whole account value. The brochure says fees may be charged on a flat or tiered schedule, but it publishes no account-size breakpoints, so a single flat maximum is used. It discloses no minimum annual dollar fee, only a minimum account value that varies by program, so no floor applies. These are ceiling figures, not typical charges, since advisory fees are negotiable below the maximum.
The table below is the firm’s own advisory fee schedule. Fund expenses, custodian charges and any third-party manager or platform fees are generally separate from an advisory fee like this one; Item 5 of the brochure lists what applies to a given account.
| Account balance | Annual fee |
|---|---|
| $250,000 | $5,625 |
| $500,000 | $11,250 |
| $1,000,000 | $22,500 |
| $2,000,000 | $45,000 |
These figures come directly from Centaurus Financial’s own current fee brochure, cited in Sources below.
Registration
Centaurus Financial, Inc. is registered with the SEC as an investment adviser (CRD #30833, confirmed ACTIVE this session via SEC IAPD).
This is a registration confirmation only, not a fiduciary-standard verdict (a registered investment adviser can still be a dual registrant with a broker-dealer, which changes which standard applies in each capacity).
What it costs to leave
Centaurus Financial, Inc.’s Form ADV Part 2A states “Any prepaid unearned fees will be prorated from the billing date to the date of termination.” Centaurus Financial, Inc. names two possible custodians in its brochure, with no single default. Charles Schwab & Co., Inc.’s own published fee schedule states “Full transfer (out) of assets” Pershing Advisor Solutions LLC’s own published fee schedule states “Account Termination”
The general mechanics of switching financial advisors and a dated termination letter apply regardless of firm.
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- Form ADV Part 2A (July 28, 2026): https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1053070
- SEC IAPD firm summary (CRD #30833, checked September 28, 2026): https://adviserinfo.sec.gov/firm/summary/30833
Methodology. This page was built September 28, 2026, drawing directly on Centaurus Financial’s own current fee brochure, cited in Sources below, and a fresh SEC IAPD registration check run the same day. Where exit-fee facts are cited, they trace to the named custodian’s own published schedule. Any fact we could not independently confirm is named as an honest gap rather than presented as verified. Nothing here is personalized financial, tax, legal, or investment advice, and it is not a substitute for reading Centaurus Financial’s own Form ADV Part 2A and Form CRS. We have not used Centaurus Financial as a client. Centaurus Financial did not pay for, review, or influence this content. See our Editorial Policy, Corrections, Affiliate Disclosure, and Disclaimer.