American Centurion Financial LLC fees and pricing

Financial planner in New York, New York. Registered with state securities regulators.

According to its Form ADV Part 2A brochure dated December 26, 2023, American Centurion Financial LLC charges $475 an hour for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed December 26, 2023. Fees can change, so confirm with the firm before you hire them.

Payment and refund terms, quoted from the fee section of the brochure.

“One‐fourth of our fee is billed each calendar quarter based on the value of your account on the last day of that quarter.”
“We charge advisory fees in advance, meaning we assess our fees before we have provided our services to you.”
“This amount, which equals the amount we earned for the partial quarter, is subtracted from the total fee you paid in advance to determine your refund.”

Its hourly rate of $475 is above the New York median of $300. 81% of the 301 other New York planners that publish an hourly rate charge less.
48 of the 69 other planners in New York that publish an hourly rate charge less.

Solo practice: one person runs the firm, so you work directly with the planner.
Founded: 2012 (14 years).

How the firm is paid: Hourly fees, fixed or flat fees, percentage of assets under management
Charges a % of assets: Yes
Highest asset based fee in brochure: 2% a year
Minimum: $5,000,000 in assets (stated in brochure)
Clients: 41
Employees: 1
Works with: High net worth individuals
Services reported to regulators: Financial planning, portfolio management for individuals and small businesses, and selecting other advisers
Assets managed: $65,000,000
Registered with: State securities regulators
Disciplinary disclosures: None reported
SEC CRD number: 166057
Phone: (516) 521-7505

Can advise clients in 2 states: Nevada, New York

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