Centennial Advisors, LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 30, 2026. Fees can change, so confirm with the firm before you hire them.

Flat or project fee

$1,500

“The negotiated fixed rate for creating client Financial plans is a minimum of $1,500 and can increase based on the client’s needs and complexity of the plan.”

Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)

How Centennial Advisors, LLC bills

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

• “Clients may terminate the agreement without penalty for a full refund of CA’s fees within five business days of signing the Investment Advisory Contract.”
• “If a client chooses the subscription model, the client will enter into a twelve-month contract and the fee is payable via credit card using AdvicePay.”
• “Clients may terminate the agreement without penalty, for full refund of CA’s fees, within five business days of signing the Financial Planning Agreement.”

How Centennial Advisors, LLC’s fees compare

• Its flat or project fee of $1,500 is below the Texas median of $3,850. 14% of the 401 other Texas planners that publish a flat or project fee charge less.
• 4 of the 48 other planners in Austin that publish a flat or project fee charge less.

About Centennial Advisors, LLC

• Firm size: 22 employees.
• Founded: 2017 (9 years).

Firm details from Form ADV

How the firm is paid

Fixed or flat fees, percentage of assets under management

Charges a % of assets

Yes

Highest asset based fee in brochure

1% a year

Clients

456

Employees

22

Works with

Individuals, high net worth individuals, pension and profit sharing plans, and businesses

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, and selecting other advisers

Assets managed

$237,327,848

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

290778

Website

iwanttoretirewell.com (opens in new tab)

Phone

(512) 265-5000

Can advise clients in 5 states: Arizona, Colorado, Florida, Louisiana, Texas

Other planners in Austin that publish fees

• 360 Wealth CreationAustin$250/hr
• Alongside, LLCAustin$5,000, $2,500⁠-⁠$10,000/mo
• Argus Wealth ManagementAustin$250/hr, $2,500⁠-⁠$5,000
• Arka Financial Services L.L.C.Austin$2,000, $750/yr
• Austin AssetAustin$5,000/yr
• Austin Money Management CorporationAustin$500/hr, $5,000⁠-⁠$10,000

Compare all 137 planners in Austin