Centric Advisors, LLC fees and pricing

Published fees

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

Hourly rate

$100⁠-⁠$500/hr

“In special circumstances, it may be offered on an hourly basis at a rate of $ 100 to $ 500 per hour, depending on the nature of the specified services.”

Flat or project fee

$250⁠-⁠$20,000

“Comprehensive Financial Planning Comprehensive Financial Planning consists of an upfront charge of $250 to $20,000 and an ongoing fee that is paid monthly, or annually, in advance, at the rate of $99 to $10,000 per month to assist you with the plan’s execution and to monitor your progress.”

Monthly fee

$99⁠-⁠$10,000/mo

From the same sentence as above.

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

How Centric Advisors, LLC bills

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

• “Fees are generally negotiable, and the final fee schedule is attached as Exhibit I of the Investment Advisory Contract.”
• “Clients may terminate the agreement without penalty for a full refund of Centric's fees within five business days of signing the Investment Advisory Contract.”
• “The fee may be negotiable in certain cases.”

How Centric Advisors, LLC’s fees compare

• Its hourly rate of $100-$500 spans the Texas median of $275. 53% of the 468 other Texas planners that publish an hourly rate charge less.
• 3 of the 4 other planners in Cypress that publish an hourly rate charge less.
• Its flat or project fee of $250-$20,000 spans the Texas median of $3,850. 82% of the 401 other Texas planners that publish a flat or project fee charge less.
• 3 of the 3 other planners in Cypress that publish a flat or project fee charge less.

About Centric Advisors, LLC

• Firm size: 11 employees.
• Registered as an adviser: 2021 (5 years).

Firm details from Form ADV

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

2.5% a year

Clients

913

Employees

11

Works with

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

Services reported to regulators

Financial planning and portfolio management for individuals and small businesses

Assets managed

$211,348,878

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

Yes. Read them on the SEC site (opens in new tab)

SEC CRD number

282477

Website

linkedin.com/company/centricwealth (opens in new tab)

Phone

(888) 215-5888

Can advise clients in 4 states: California, Maine, Texas, Vermont

Other planners in Cypress that publish fees

• Asset Lift Wealth Management, LLCCypress$250/hr
• Next Step Financial TransitionsCypress$500, $275/mo
• Redfish CapitalCypress$500/hr, $250⁠-⁠$5,000
• Toprac Financial LLCCypress$210/hr
• Wealth and PlanCypress$250/hr, $2,000⁠-⁠$5,000

Compare all 6 planners in Cypress