Centoic fees and pricing
Financial planner in San Francisco, California. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated February 8, 2026, Centoic charges an annual fee of $50-$500 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed February 8, 2026. Fees can change, so confirm with the firm before you hire them.
- Annual fee
- $50-$500/yr
“Access to our tools is offered through subscription plan tiers, each providing different levels of service and offered at different prices, ranging from $50-$500 annually, depending on the plan and subscription period a client selects.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Centoic bills
Payment and refund terms, quoted from the fee section of the brochure.
- “These fees are billed to clients in advance and must be paid prior to being granted access to our interactive websites and tools.”
- “Plan options and costs are published on Centoic’s website and, except for pricing promotions that may be published periodically, are not negotiable.”
- “The hourly rate may be negotiable depending on the nature of the work and the size of the engagement.”
How Centoic’s fees compare
- Its annual fee of $50-$500 is below the California median of $6,250. None of the 224 other California planners that publish an annual fee charge less.
- None of the 11 other planners in San Francisco that publish an annual fee charge less.
- It doesn't charge a percentage of the assets it manages, so its fee won't grow with your portfolio.
About Centoic
“We provide educational materials, financial planning, and portfolio management advice that help individuals plan and save for their family’s education expenses.”
- Solo practice: one person runs the firm, so you work directly with the planner.
- Founded: 2019 (7 years).
Firm details from Form ADV
- How the firm is paid
- Hourly fees
- Charges a % of assets
- No
- Employees
- 1
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, and educational seminars and workshops
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 330482
- Phone
- (415) 991-0979
Other planners in San Francisco that publish fees
- Amoretti Capital ManagementSan Francisco$450/hr
- Applied AdvisorSan Francisco$285/hr, $285
- Benningfield Financial Advisors, LLCSan Francisco$375/hr, $7,500/qtr
- Berkeley Investment AdvisorsSan Francisco$6,000/yr
- BPM Wealth Advisors, LLCSan Francisco$250-$50,000
- Bridgelane FinancialSan Francisco$500/hr, $5,000-$20,000
Is something on this page wrong or out of date? Email corrections@plannerfees.com and PlannerFees will check it against the firm's latest filing.